… Read all comments on China’s DRAM Suppliers Come To The Rescue As They Ramp Up LPDDR4 Production Shortly After Samsung Abandons Customers
… Read all comments on Micron Warns Memory Crunch Will Outlast 2026 as AI Demand Outpaces What HBM, DRAM and NAND Can Supply
… While 32Gb DRAM has entered consumer segments, they come at a high cost. So China is now relying on domestically produced DRAM and memory, without the headache of external factors such as tariffs, supply constraints, and shipping rates. …
… At the CES Financial Analyst Q&A session transcript via Jukan , joined by NVIDIA's CEO Jensen Huang and CFO Kolette Cress, an analyst questioned about how the company is affected by the DRAM supercycle, and the available inventory on hand, to which NVIDIA had to say this: Related Story NVIDIA CEO’s… …
… "The supply shortage is not limited to DRAM. NAND flash memory is also experiencing a similar supply shortage, resulting in a tight supply-demand situation across the entire market. …
… The G9 NAND production ramp is also moving on nicely, with Micron stating the ramp of their G9 NAND node for both TLC and QLC NAND flash solutions. The company is the first to market PCIe Gen6 SSDs for data centers , and should continue to offer more solutions with 16Gb 1γ DRAM. …
… 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… …
… 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 We previously discussed in a report that memory manufacturers like Samsung and SK hynix are hesitant to ramp up DRAM production , as expa… …
… The company has revealed that it has signed 16 strategic supply agreements backed by roughly $22 billion in customer deposits and other financial commitments. The contracts cover DRAM and NAND deliveries over several years, with some running through 2030. …
… With supply constraints, the tight supply and demand situation of DRAM and NAND Flash is expected to be difficult to resolve in the short term. NAND Flash may be in short supply until 2028, and memory prices are expected to continue to rise in the second half of the year. …
