AMD Radeon buyers should buy now or suffer later – Fudzilla.com
… Unless AI infrastructure demand cools or memory makers restore GDDR6 capacity, consumer GPU pricing is unlikely to become ore cheerful soon. …
Search
Lenovo says RAMageddon is here to stay – Fudzilla.com
… Lenovo said new fabs and extra production capacity from the big DRAM and NAND suppliers will barely dent the supply gap. …
Apple eyes life beyond TSMC – Fudzilla.com
… According to TrendForce, TSMC is adding only around 3,000 wafers per month of new 3nm capacity. It is adding 55,000 wafers per month of new 2nm capacity, showing that its attention has already shifted to the next node. …
South Korea splashes the chip cash – Fudzilla.com
… Seoul said on Monday that South Korea’s DRAM production capacity should double within five years. …
NAND prices rocket 63 per cent in a month – Fudzilla.com
… General-purpose consumer SSD inventory is piling up, so spot pricing is softening. …
Apple jacks up iPhone prices – Fudzilla.com
… We definitely need memory pricing and supply to return to reasonable levels for consumer products. …
Google rumoured to whip out for a Chinese – Fudzilla.com
… CXMT is preparing for an IPO and expanding capacity from about 200,000 wafers a month to 300,000 wafers a month by the end of this year. …
Nvidia tells rivals to stop whining about memory – Fudzilla.com
… Since both are made using the same machines, increased HBM demand pushes manufacturers to shift capacity away from DDR. That capacity shift creates shortages in DDR too. …
Apple begs for blacklisted Chinese DRAM – Fudzilla.com
… CXMT may be the only credible escape hatch, because it is adding capacity while everyone else feeds the AI beast. The Chinese memory maker is reportedly pushing monthly capacity from about 200,000 wafers to 300,000 wafers by the end of 2026. …
SK hynix fires up HBM4E race – Fudzilla.com
… SK hynix is using Advanced MR-MUF technology to hit 48 GB capacity in a 12-layer stack while keeping the package structurally stable. …