… 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… …
… AI GPUs rely heavily on HBM, while AI CPUs use DRAM, and both are currently in short supply. Mehrotra emphasized that the issue goes beyond pricing, as memory production cannot be ramped up quickly enough to meet demand. …
… Related Story New Apple iPhone 18 Pro Dummies Bury The Two-Tone Rear And Crown Dark Cherry As The Successor To The Cosmic Orange Color Option A Goldman Sachs analyst takes a benign stance towards the impact on Apple's margins from its rampant DRAM-buying activities We reported on a specific bit of … …
… The 24Gb DRAM dies will enable more VRAM capacity, and also fill in the gaps in the entry-mainstream segments. The core issue for the DRAM and SSD market right now is that supply is currently being focused on the AI market, leading to prices for consumer-aimed products skyrocketing. …
… After the crippling DRAM shortage that led to memory prices skyrocketing, Intel raised CPU prices not once but twice, citing a supply-demand mismatch. …
… Micron has already revealed that its fab buildout plans won't have any meaningful effect until 2028 , and at the same time, suppliers are skeptical about aggressively ramping DRAM production, so we could expect these shortages to persist for several quarters. …