…Similar to why Apple’s refreshed Mac Studio isn’t going to arrive in the first half of 2026 , the ongoing DRAM shortage that’s also impacting NAND flash shipments will force…
China's YMTC is expanding its NAND production capabilities and aiming to compete with Samsung and SK Hynix in a highly profitable market. YMTC Plans to Speed Up Its Biggest-Ever Project…
…From general-purpose DRAM products to HBM, the production lines are reporting bottlenecks, and this has prompted the likes of Samsung, SK hynix, and Micron to take 'emergency steps'. According to a…
…and Qualcomm are reportedly slashing the production of mobile chips geared primarily towards mid and low-end smartphones, as the ongoing memory chipflation starts impacting demand As we noted recently, the wider…
NVIDIA has been in a race to source DRAM for its AI accelerators and memory products, but the real edge, of course, is Jensen's unique relationships with Korean memory giants. NVIDIA…
NVIDIA's next-gen Vera Rubin AI racks are expected to ship to customers by Q3 of this year, but initial production levels aren't likely to be "too high". Suppliers Face…
…According to their report ( via Jukan ), the pricing of memory products has risen by more than 180%, indicating that shortages are becoming more severe. Related Story Google’s TurboQuant Made The Memory…
NVIDIA's next-generation Rubin chips are currently in full production, despite the original timeline set for H2 2026, indicating that Jensen's AI strategy centers on being 'fast and lethal'. NVIDIA…
NAND-based products, including consumer SSDs, could see a sharp rise in the coming weeks, as major suppliers raise prices to meet the massive AI demand. The Increase in AI Data Center…
…In a recent report, we delved into how ASUS expects the price of consumer products to rise if the DRAM shortages persist over the upcoming months, as inventory levels are claimed to…