Nvidia’s memory bill goes daft – Fudzilla.com
… Memory now accounts for more than a quarter of the whole system cost, showing how HBM4 and LPDDR5X supply pressure is warping the AI buildout. …
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US phone market gets subsidy squeeze – Fudzilla.com
… This suggests that rising device costs and more selective carrier subsidies put the most pressure on Android mid-range and mid-to-high-end devices, while premium models and budget devices remained better supported by US channel structures.” That leaves the middle of the market looking like the awkw… …
Chinese DDR5 slips into Corsair sticks – Fudzilla.com
… AI demand has tightened the supply chain for commodity memory and SSDs, while the big names chase richer server kit. …