Demand for HBM and NAND memories skyrockets as Samsung, SK Hynix, and Micron invest billions in new fabs, driving up component prices and causing supply constraints across devices.
The AI boom drives demand for DRAM and NAND: Samsung reports its third consecutive record quarter with an estimated operating profit of 86 trillion won. A signal for those building on-premise infrastructure: memory availability and cost directly impa...
Longsys projects a sharp earnings increase for 1H26, fueled by a stronger memory market and AI demand. The need for HBM and fast storage, critical for LLMs, will impact on-premise deployment costs and supply. A signal worth watching for anyone planni...
Micron has started construction on an expansion of its Hiroshima plant, aiming to increase production of memory chips for artificial intelligence. The move addresses the growing demand for high-bandwidth memory (HBM) essential for GPUs and accelerato...
Currys, the UK electronics giant, warns that PCs, phones and TVs will get more expensive in the coming months due to AI-related memory pressure. The same dynamic is making it harder and costlier to source hardware for on-premise LLM deployments.
Samsung has reached over 70% production yield for its next-generation HBM4E memory, raising the stakes against SK Hynix and Micron. The milestone indicates manufacturing maturity that could expand bandwidth availability for AI accelerators, a critica...
A record-breaking investment reshapes the memory supply chain: the South Korean giant bets on NAND and DRAM to sustain AI infrastructure demand. Implications for on-prem cluster operators, spanning HBM, TCO, and bottleneck management.
The Korean company announced a new NAND fab in Cheongju, targeting first-half 2029 production. The investment reflects how AI is driving demand not only for high-bandwidth memory (HBM) but also for fast, dense storage to handle growing datasets and o...
AI-driven memory demand is fueling an unprecedented boom. But the sector's cyclical nature and supply chain strains raise questions about its sustainability. For those evaluating on-premise deployments, the cost and availability of VRAM and HBM are b...
SK Hynix has announced a twelve-year acceleration for its Yongin fab, driven by the surging demand for High Bandwidth Memory (HBM). This move highlights the strain on critical memory production capacity for AI workloads, with significant implications...
Samsung and SK hynix, the world’s two largest memory chip makers, have committed over $550 billion to build new fabrication plants in South Korea. The move aims to prevent a feared ‘RAMageddon’ — a high-bandwidth memory supply crunch driven by explos...
