…On one end, supply chain reports indicate that DRAM demand is here to stay, yet retail paints a different picture. If we tie this drop to the recent decline in the valuation…
…For suppliers like TSMC, catering to Hopper demand is a significant concern , as it requires ramping up production of nodes like 4nm. Chinese AI giants have few options at hand, as they…
DRAM supply tightness is now expected to continue through 2028, according to one of the world’s largest memory makers. SK Hynix's Internal Analysis Suggests a Constrained Commodity DRAM Supply Through…
…Second, major Chinese players such as YMTC are currently moving more of their production towards DRAM, leaving NAND's supply relatively constrained. Finally, do note that analysts at KB Securities now believe…
…Reuters reports that YMTC is tapping into the DRAM business, in a bid to produce HBM solutions. Related Story Another Chinese DRAM Maker Breaks Into DDR5 Memory, Mass Producing 64GB RDIMMs as…
…PC supply chain , and it appears manufacturers have few options on board to mitigate the risks posed by rising DRAM prices. One solution discussed in the industry is sourcing Chinese memory modules…
…Related Story Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near Samsung, SK Hynix & Micron Levels Q. Why has G.SKILL DRAM memory prices increased so…
…Now, the Chinese Board Channel forums, which are known for disclosing early information about supply chain elements, claim that NVIDIA is set to reduce the supply of its RTX 50 series GPUs…
…being made to mitigate supply chain constraints, and here's what they had to say: Related Story Chinese Memory Makers Accelerate DDR5 Development, Reaching 8000 MT/s DRAM Speeds As They Near…
…According to a report by DigiTimes , Samsung, one of the largest DRAM manufacturers, has halted contract pricing for DDR5 DRAM, with other companies likely to follow suit. Related Story Chinese Memory Makers…