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#aimemory — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #aimemory, aggregated by home.social.

  1. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  2. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  3. The AI memory super-cycle has a shadow story.
    While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
    What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
    What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.

    buysellram.com/blog/the-other-

    #MLCNAND

  4. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  5. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  6. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  7. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  8. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  9. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  10. The AI memory super-cycle has a shadow story.

    2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  11. Knowledge graphs are useful representations for knowledge bases, #pkm, #AImemory systems, #GraphRAG, intelligent tutoring systems, etc., and usually implemented in graph databases. LadybugDB, a fork of the discontinued Kuzu, is a lightweight embedded (like SQLite) graph database: github.com/LadybugDB/ladybug
    Sample applications in development: github.com/inventivepotter/dot & github.com/tejzpr/Smriti-MCP
    See also Grafeo: github.com/GrafeoDB/grafeo
    #AIEd #AIEngineering #KnowledgeGraph #GraphDB #graphdatabase

  12. Knowledge graphs are useful representations for knowledge bases, #pkm, #AImemory systems, #GraphRAG, intelligent tutoring systems, etc., and usually implemented in graph databases. LadybugDB, a fork of the discontinued Kuzu, is a lightweight embedded (like SQLite) graph database: github.com/LadybugDB/ladybug
    Sample applications in development: github.com/inventivepotter/dot & github.com/tejzpr/Smriti-MCP
    See also Grafeo: github.com/GrafeoDB/grafeo
    #AIEd #AIEngineering #KnowledgeGraph #GraphDB #graphdatabase

  13. Knowledge graphs are useful representations for knowledge bases, #pkm, #AImemory systems, #GraphRAG, intelligent tutoring systems, etc., and usually implemented in graph databases. LadybugDB, a fork of the discontinued Kuzu, is a lightweight embedded (like SQLite) graph database: github.com/LadybugDB/ladybug
    Sample applications in development: github.com/inventivepotter/dot & github.com/tejzpr/Smriti-MCP
    See also Grafeo: github.com/GrafeoDB/grafeo
    #AIEd #AIEngineering #KnowledgeGraph #GraphDB #graphdatabase

  14. Knowledge graphs are useful representations for knowledge bases, #pkm, #AImemory systems, #GraphRAG, intelligent tutoring systems, etc., and usually implemented in graph databases. LadybugDB, a fork of the discontinued Kuzu, is a lightweight embedded (like SQLite) graph database: github.com/LadybugDB/ladybug
    Sample applications in development: github.com/inventivepotter/dot & github.com/tejzpr/Smriti-MCP
    See also Grafeo: github.com/GrafeoDB/grafeo
    #AIEd #AIEngineering #KnowledgeGraph #GraphDB #graphdatabase

  15. Knowledge graphs are useful representations for knowledge bases, #pkm, #AImemory systems, #GraphRAG, intelligent tutoring systems, etc., and usually implemented in graph databases. LadybugDB, a fork of the discontinued Kuzu, is a lightweight embedded (like SQLite) graph database: github.com/LadybugDB/ladybug
    Sample applications in development: github.com/inventivepotter/dot & github.com/tejzpr/Smriti-MCP
    See also Grafeo: github.com/GrafeoDB/grafeo
    #AIEd #AIEngineering #KnowledgeGraph #GraphDB #graphdatabase