… One of the reasons for the record rise in DDR5 pricing is that most of the production has been assigned to CSPs and AI giants. Apart from HBM, consumer memory DDR5 and DDR4 is also being utilized in various CSP environments. …
… DRAM makers are already engaging in multi-year partnerships with strategic customers , which further puts standard consumer markets under pressure. …
… Unfortunately, reducing supply risk won’t resolve the pricing conundrum, which is why budget smartphones will either completely vanish or become significantly more expensive, forcing consumers to fork over a premium for a reduced number of features. …
… Related Story Japan’s Semiconductor Gas Production Collapses To Zero After China Cuts Off Tungsten, Leaving TSMC, SK Hynix And Samsung Exposed However, as per TrendForce, strong demand for AI high-performance computing HPC and products in the consumer electronics supply chain led to strong global f… …
… But there have also been reports floating around that CXMT memory is going to solve the price hikes that currently grip the consumer segments. …
… After all, the Mobile division nearly derailed its 'Galaxy Unpacked' event back in February after its margins were brutally squeezed by Samsung's semiconductor-focused DS division, prompting the former to then try to eke out some financial space by squeezing its distributors' margins and pushing fo… …
The upgrade from IPS LCD to OLED for practically anything, be it media consumption or gaming, is phenomenal and with the technology becoming ubiquitous, consumers have plenty of opportunities to grab themselves a TV or even a gaming monitor to sate their requirements. …
How We Rate Rumors 0-20%: Unlikely - Lacks credible sources 21-40%: Questionable - Some concerns remain 41-60%: Plausible - Reasonable evidence 61-80%: Probable - Strong evidence 81-100%: Highly Likely - Multiple reliable sources RUMOR ASSESSMENT 50% Plausible Samsung’s Galaxy S27 Pro, reportedly l… …
… From GPU and CPU manufacturers to hyperscalers and other consumer segments, almost everyone is currently looking to place orders with TSMC, yet the chip giant's capacity simply isn't enough. …
… Consumers believe that CXMT and others will keep module pricing viable enough to ensure large-scale adoption, but they are wrong for several reasons. …