Tracked topic
DRAM, or dynamic random-access memory, is a volatile computer memory technology that stores bits in capacitors and requires periodic refreshing to maintain data.
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RAM: WTF?
SSDs: WTF?
… You do not reach such a dramatic apex by being foolish. Therefore, we will be paying a lot more attention to Samsung's DRAM pricing trends for Q3 to validate this thesis. …
… With regard to the demand for DRAM and NAND, which will be produced in 2027, Samsung expects the DRAM crisis to worsen next year, as the gap between insufficient supply and extremely high demand is expected to widen even further. …
… Major DRAM Makers Prioritize Server DRAM and HBM Production, Impacting the PC DRAM Prices; Both DDR4 and DDR5 DRAM are Expected to See Price Surge Looks like the DDR5 RAM prices will further increase in the coming months as major DRAM manufacturers have shifted their focus to supplying more DRAM ch… …
The DRAM crisis does not stop at Apple. According to a new report, almost half of the production costs of an iPhone next year will be attributable to DRAM and NAND, instead of just a few percent as in previous years. …
… For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM. …
It seems like the ongoing DRAM crisis hasn’t forced top manufacturers from delaying their plans for next-generation memory modules. …
… Samsung and SK hynix have experienced a challenging DRAM cycle during the COVID era and beyond, which is why production lines are currently constrained. This is due to the drastic reduction in DRAM production that was implemented to combat the lack of demand a few years ago . …
… Even with the efforts DRAM suppliers are making, the demand is still far too high, as according to an earlier estimate, the datacenter buildouts occurring worldwide require DRAM inventory levels that suppliers would take years to reach . …
… This prioritization of HBM over consumer-DRAM leads to a tighter supply and an increase in prices. Currently, Samsung holds a 32.7% DRAM and 32.9% NAND market share. …
DRAM shortages are expected to become more aggressive moving forward, and according to a new report, DRAM contract prices could rise by up to 50% in Q1 2026. …
