High-bandwidth memory, or HBM, has become one of the most lucrative niches in semiconductors, benefiting from explosive ...
Morning Overview on MSN
AI is starving for memory and Microsoft is grabbing every byte it can
Artificial intelligence has turned memory from a background spec into the main bottleneck of modern computing. As AI models ...
The demand for high bandwidth memory (HBM) is accelerating across the semiconductor industry, driven by boundary-pushing artificial intelligence, high-performance computing, and advanced graphics.
After changing its requirements for high-bandwidth memory chips, Nvidia is close to certifying a new source for supplies.
The three biggest memory producers on the planet are Samsung, Micron, and SK Hynix. The latter just announced that it’s investing 19 trillion Korean won, approximately $13 billion USD, into a gigantic ...
New report claims Microsoft grabbed a huge chunk of SK hynix’s memory supply — stock surged almost 9%.
The Register on MSN
Let them eat Pi: RAM shortage bumps Raspberry prices as much as $60
Second price increase in just two months That slice of Pi is getting much more expensive. Everyone’s favorite single-board ...
New forecasts suggest higher RAM configurations will become more common, even as volatile pricing threatens to push handset ...
Global notebook shipments are forecasted to go down in 2026 due to multi-sided cost pressures from CPU, RAM, and other ...
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
SanDisk is the latest company to report earnings, pulling in $3.03 billion as the memory shortage continues, sending its ...
The ongoing memory (RAM) shortage has wide-reaching effects, but that’s not stopping new smartphones from apparently adding ...
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