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#dram — Public Fediverse posts

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

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  1. South Korea Chip Data: Memory Up 277%, Logic Down; AI Buys Bandwidth, Not Compute

    Samsung.com South Korea’s July 2026 semiconductor trade data revealed something more structurally significant than another export record: memory…
    #EuropeSays #Korea #KR #AI #AImemorybandwidthconstraint #DRAM #HBMsupplyshortage2026 #Memorychips #Samsung #SKhynix #SouthKoreasemiconductorexports
    europesays.com/korea/120482/

  2. Samsung Electronics Posts Record ₩55 Trillion in H1 R&D and Capex; Mobile Memory Prices Triple — BigGo Finance

    Samsung Electronics invested more than ₩55 trillion (approximately $38.9 billion) in research and development (R&D) and capital expenditures…
    #EuropeSays #Korea #KR #SamsungElectronics #DeviceSolutions(DS)Division #DRAM #JunYoung-hyun #KimYong-kwan #LeeWon-jin #MobileAP #RohTae-moon #Samsung #SamsungDisplay #semiconductor
    europesays.com/korea/119423/

  3. Samsung Electronics H1 DRAM Share Hits 39.4%; Smartphone Share Reaches 22% on Galaxy S26 Momentum — BigGo Finance

    Samsung Electronics recorded a 39.4% share of the global DRAM market in the first half of this year,…
    #EuropeSays #Korea #KR #SamsungElectronics #AMD #DRAM #GalaxyS26 #IonQ #MicronTechnology #NationalPensionService #NVIDIA #Samsung #SpaceX #U.S.SecuritiesandExchangeCommission
    europesays.com/korea/119311/

  4. Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

  5. Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

  6. Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

  7. Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

  8. Investimento record da 10,7 miliardi per Nanya Technology: la nuova Fab 5A punta al mercato dei semiconduttori entro il 2029. Ma l'esplosione dell'IA satura la produzione di RAM, minacciando disponibilità e prezzi per il settore consumer. #Hardware #RAM #DRAM #Nanya #TechNews

  9. MU, SNDK, SKHY: Memory Stocks Rise As Report Of Temasek’s Planned Investments In Samsung, SK Hynix Boosts KOSPI

    The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks. Micron…
    #EuropeSays #Korea #KR #SKHynix #DRAM #KOSPI #kospipricetoday #memorystocks #Micron #Micronstock #RoundhillMemoryETF #sandisk #SanDiskstock #SK #SKhynix #temasekinvestment #TemasekSamsungSKHynix
    europesays.com/korea/116534/

  10. Why does SK Hynix want to sell its chip facility in southwest China?

    South Korean chipmaker SK Hynix’s potential deal to offload a packaging plant in southwest China is part of…
    #EuropeSays #Korea #KR #SKHynix #AI #Chongqing #Dalian #DRAM #HBM #HuatianTechnology #JCETGroup #NAND #PaytonTechnology #SK #SKhynix #SouthKorea #TongfuMicroelectronics #US-Chinatechtensions #Wuxi #YMTC
    europesays.com/korea/116308/

  11. Samsung, SK China Revenue Share Decline Is an ‘Optical Illusion’ — Actual Export Volume Hits Record High — BigGo Finance

    Samsung Electronics and SK hynix have seen a noticeable decline in the proportion of their revenue coming from…
    #EuropeSays #Korea #KR #SK #ChangXinMemoryTechnologies(CXMT) #China #DRAM #high-bandwidthmemory(HBM) #IndustryandEnergy #NAND #SamsungElectronics #SKGroup #SKhynix #SouthKorea'sMinistryofTrade #YangtzeMemoryTechnologies(YMTC)
    europesays.com/korea/115964/

  12. #Apple muss die eigenen #Hardware Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei #DRAM Speicher, wie der bekannte Apple-Analyst #MingChiKuo berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste #iPhone-Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem #KI Bereich.

    Mehr Infos: appgefahren.de/?p=403651

    #appgefahren #Apple #AppleBlog #Tech #TechBlog #iPad #Mac

  13. #Apple muss die eigenen #Hardware Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei #DRAM Speicher, wie der bekannte Apple-Analyst #MingChiKuo berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste #iPhone-Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem #KI Bereich.

    Mehr Infos: appgefahren.de/?p=403651

    #appgefahren #Apple #AppleBlog #Tech #TechBlog #iPad #Mac

  14. #Apple muss die eigenen #Hardware Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei #DRAM Speicher, wie der bekannte Apple-Analyst #MingChiKuo berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste #iPhone-Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem #KI Bereich.

    Mehr Infos: appgefahren.de/?p=403651

    #appgefahren #Apple #AppleBlog #Tech #TechBlog #iPad #Mac

  15. #Apple muss die eigenen #Hardware Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei #DRAM Speicher, wie der bekannte Apple-Analyst #MingChiKuo berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste #iPhone-Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem #KI Bereich.

    Mehr Infos: appgefahren.de/?p=403651

    #appgefahren #Apple #AppleBlog #Tech #TechBlog #iPad #Mac

  16. muss die eigenen Pläne für 2026 offenbar nach unten korrigieren. Grund dafür sind anhaltende Engpässe bei Speicher, wie der bekannte Apple-Analyst berichtet. Die knappe Versorgung betrifft inzwischen nicht mehr nur einzelne Produkte, sondern könnte sich auch auf die nächste -Generation auswirken. Hintergrund ist vor allem die starke Nachfrage aus dem Bereich.

    Mehr Infos: appgefahren.de/?p=403651

  17. The AI boom is driving up demand for HBM, DRAM, SSDs, and server CPUs, pushing manufacturers to prioritize high-margin AI infrastructure over traditional consumer hardware. The result: memory and storage are becoming strategic bottlenecks, while CPUs are also seeing stronger demand as AI workloads scale.

    AI is no longer just a GPU story. It is reshaping the economics of compute, memory, and storage.

    buysellram.com/blog/ai-is-repr

    #AI #Memory #DRAM #HBM #SSD #CPU #GPU #DataCenter #technology

  18. The AI boom is driving up demand for HBM, DRAM, SSDs, and server CPUs, pushing manufacturers to prioritize high-margin AI infrastructure over traditional consumer hardware. The result: memory and storage are becoming strategic bottlenecks, while CPUs are also seeing stronger demand as AI workloads scale.

    AI is no longer just a GPU story. It is reshaping the economics of compute, memory, and storage.

    buysellram.com/blog/ai-is-repr

    #AI #Memory #DRAM #HBM #SSD #CPU #GPU #DataCenter #technology

  19. The AI boom is driving up demand for HBM, DRAM, SSDs, and server CPUs, pushing manufacturers to prioritize high-margin AI infrastructure over traditional consumer hardware. The result: memory and storage are becoming strategic bottlenecks, while CPUs are also seeing stronger demand as AI workloads scale.

    AI is no longer just a GPU story. It is reshaping the economics of compute, memory, and storage.

    buysellram.com/blog/ai-is-repr

    #AI #Memory #DRAM #HBM #SSD #CPU #GPU #DataCenter #technology

  20. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #technology

  21. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #technology

  22. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #technology

  23. Samsung Electronics Annual Shareholder Returns Could Reach approximately $142.1 Billion, KB Securities Calls It a “Conviction Buy” — BigGo Finance

    Samsung Electronics’ (005930) shareholder return policy is poised to expand more than tenfold from previous levels, according to…
    #EuropeSays #Korea #KR #SamsungElectronics #4nmLPU #DRAM #foundry #HBM #KBSecurities #KimDong-won #Micron #NAND #Samsung #shareholderreturns
    europesays.com/korea/114886/

  24. Morgan Stanley, the ‘Semiconductor Grim Reaper,’ Flips Bullish — A Re-Entry Opportunity for Memory Stocks — BigGo Finance

    Global investment bank Morgan Stanley has pivoted to a bullish stance on recently battered memory semiconductor stocks, declaring…
    #EuropeSays #Korea #KR #SamsungElectronics #Citigroup #DRAM #HBM #Micron #MorganStanley #NANDflash #Samsung #ShawnKim #SKhynix
    europesays.com/korea/113949/

  25. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue

  26. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue

  27. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue

  28. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue

  29. buysellram.com/blog/nvidia-con

    Two findings from the August 2026 NVIDIA GPU price data.

    First: memory capacity rather than performance tier is setting the premium over MSRP. Nothing with 8GB or 12GB lists more than 13% above launch price. Nothing with 16GB or more lists less than 18% above it. The band between is empty — and the RTX 5060 Ti 16GB, the cheapest card in the upper group, carries a larger premium than the RTX 5080.

    The cleanest evidence comes from the pairs where the same GPU shipped in two memory configurations. On the RTX 5060 Ti, the extra 8GB costs $191 in the market: $23.88 per gigabyte, against $6.25 at launch and roughly $10 for the GDDR7 modules themselves. The RTX 4060 Ti, launched two years earlier, lands at $24.38.

    Second: across the RTX 50 line, used cards now list 0–14% below new, three of them at zero. The RTX 40 generation, measured the same day, still lists 11–36% below.

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue

  30. buysellram.com/blog/nvidia-con

    Two findings from the August 2026 NVIDIA GPU price data.

    First: memory capacity rather than performance tier is setting the premium over MSRP. Nothing with 8GB or 12GB lists more than 13% above launch price. Nothing with 16GB or more lists less than 18% above it. The band between is empty — and the RTX 5060 Ti 16GB, the cheapest card in the upper group, carries a larger premium than the RTX 5080.

    The cleanest evidence comes from the pairs where the same GPU shipped in two memory configurations. On the RTX 5060 Ti, the extra 8GB costs $191 in the market: $23.88 per gigabyte, against $6.25 at launch and roughly $10 for the GDDR7 modules themselves. The RTX 4060 Ti, launched two years earlier, lands at $24.38.

    Second: across the RTX 50 line, used cards now list 0–14% below new, three of them at zero. The RTX 40 generation, measured the same day, still lists 11–36% below.

  31. jpmorgan.com/insights/global-r

    JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

    #AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

  32. jpmorgan.com/insights/global-r

    JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

    #AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

  33. jpmorgan.com/insights/global-r

    JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

    #AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

  34. jpmorgan.com/insights/global-r

    JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

    #AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

  35. jpmorgan.com/insights/global-r

    JPMorgan highlights how explosive AI demand for HBM and DRAM is tightening global memory supply, with capacity increasingly being allocated to AI data centers. Memory is becoming a strategic constraint for the entire tech industry, not just another commodity.

    #AI #DRAM #HBM #Memory #Semiconductors #DataCenters #ChipShortage

  36. NVIDIA sold the RTX 5060 Ti with 8GB or 16GB. Same chip. Launch price difference: $50.
    Today the market difference is $191.
    The 4060 Ti ran the same experiment two years earlier and landed within 50 cents per gigabyte.

    buysellram.com/blog/nvidia-con

    #NVIDIA #GPUPrices #RTX50 #RTX5090 #VRAM #GDDR7 #DRAM #GPU #PCHardware #ITAD #ITAssetDisposition #DataCenter #ResaleValue #tech