The Middle East Conflict Is Brewing a Chip & Memory Supply Chain Disaster That Could Derail the AI Buildout
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The SSD Markets Are About to Get Hammered With NAND Shortages & Price Hikes, And There's Probably Nothing We Can Do
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …
Memory Suppliers Have Become the New “Santa Claus,” Selectively Handing Out DRAM Capacity to Customers, Says Taiwan’s Etron Chairman
… Related Story PS6 Launch Timing Remains Undecided as Memory Shortages Persist; Sony Also Books $800M Bungie Impairment Loss Etron's Chairman claims that one of the reasons the DRAM supply chain has seen massive disruptions is that a few years ago, manufacturers weren't focusing on increasing produc… …
The NAND Crisis Is Now Worse Than DRAM; Samsung Is Doubling Prices for the Second Quarter in a Row
… However, in recent times, the role of NAND chips has become much more significant in AI workloads, and , as we have highlighted previously, SSDs are now used in mainstream AI racks such as Vera Rubin to handle long-context workloads . …
Think SSDs Are Getting Expensive? NAND Makers Are Reportedly Cutting Production to Make Even More Money
… Related Story Samsung’s Memory Business Alone Is Now More Profitable Than Amazon, Meta, And Microsoft, Quietly Becoming One of the Biggest Winners of the AI Race Interestingly, this report comes after NAND chips have become an integral part of the AI supply chain, especially following the unveiling… …
DDR4 Memory Is Back from the Dead, But Manufacturers Are Looking to Milk the Shortage by Delaying the Phase-Out Cycle
… Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes e.g., 2nm process , the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel. …