… Related Story Apple Just Won a Patent That Floods the iPhone Camera Module With Mineral Oil to Tame Runaway Sensor Heat Fortunately, the Cupertino firm didn’t reach its trillion-dollar status by caving in, which is why it has reportedly asked suppliers to raise the MacBook Neo’s production target t… …
… SK Hynix to Scale Up 1c DRAM Production For GDDR7 & SOCAMM Modules, Likely to Target the AI Industry We have reported on memory shortages extensively in recent days, and the supply chain is already preparing for adjustments by increasing production capacities. …
… With a background in finance and supply chain management - via his bachelors in Finance and a micromasters in supply chain management from MIT - Ramish combines financial rigor with deep industry insight to deliver accurate and authoritative coverage. …
… The AI demand has already driven DRAM prices to levels never seen before , and a potential 100% tariff could be detrimental to an industry already struggling to scale up production capacity. …
… However, one of the major factors hindering the likes of CXMT from supplying DRAM chips to mainstream manufacturers is US legislation, and it appears this could be a major problem in the near future. …
… A few days later, Daishin Securities partially validated that supply chain chatter by postulating that Apple was actively hoarding memory to prevent its competitors from reaching their respective shipment targets, all the while increasing its own iPhone shipment target to a still-conservative 240 m… …
… That said, given that critical R&D is outside the US, the idea of a resilient supply chain through these large-scale investments isn't entirely accurate; when we focus solely on production volume, TSMC's US expansion will contribute significantly. …
… Read all comments on PC Makers Have Apparently Cracked the Code on Supply Shortages: Stop Making Hardware Regular Gamers Can Afford
… Apart from reallocating DRAM supply from consumer production, Samsung also plans to increase DRAM production by expanding its Pyeongtaek campus in South Korea. …
… Read all comments on “There Is No Scenario Where Memory Prices Will Drop Anytime Soon” Says Counterpoint as Supply Constraints Push Shortages to New Levels
