A Samsung worker strike could aggravate the memory shortage and raise DRAM prices. The union is asking for a higher percentage of profits earned during the AI boom. …
The AI industry continues to gobble up the DRAM industry, keeping memory prices at an all-time high. …
… Retailer PC Connection's President and CEO Timothy McGrath commented in its call "It's really clear that the memory shortage is going to continue to drive inflation. And what we're seeing with that inflation is that the price is going up, and in some cases, the unit counts are going down. …
You've no doubt heard the short version of this story time and again: AI startups are gobbling up all of the memory that manufacturers can produce, leaving traditional electronics firms to fight for the remaining scraps. …
AI + ML AI quota inflation is no token effort. …
… 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 Here's what the vendor is actually saying in the video: Brothers, memory prices have taken a massive dive. …
Compute And Memory Price Hikes Drive IT Spending Way Higher Demand for CPU and GPU compute as well as main memory and flash memory were already so high that IT spending in 2026 was going to set an all-time historical record. …
… "We remain confident in our ability to execute and view the current market environment primarily as an opportunity rather than a threat." Pugh added: "Growth is still there, but DRAM inflation – Dynamic Random Access Memory DRAM chips, driven up by overwhelming demand from AI – and cloudy second-ha… …
TweakTown News Gaming TL;DR: Sony is raising PS5 prices globally, with the base model at $600 and the Pro at $900 due to supply chain issues and inflation. …
… In a report published last week, TrendForce predicts TurboQuant will lower the cost of AI infrastructure, and by doing so “spark massive long-sequence application demand, comprehensively driving structural growth and specification upgrades for high-bandwidth, main, and flash memory across cloud and… …
