#dram — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #dram, aggregated by home.social.
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://winbuzzer.com/2026/05/24/micron-starts-us-1-alpha-dram-production-in-virginia-xcxwbn/
Micron CEO Sanjay Mehrotra used a TV interview to lay out the company's US DRAM manufacturing expansion, anchored by 1-alpha DRAM production at the Manassas, Virginia fab.
#DRAM #Micron #Semiconductors #Chips #ChipManufacturing #ChipIndustry #ChipMarket #Chipmakers
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https://www.europesays.com/ch-fr/141251/ Adata, TeamGroup et Micron lèvent 880 millions de dollars pour la NAND et la DRAM alors que la pénurie menace #Adata #demandé… #DRAM #flash #InformationsSurDesOrdinateursPortatifs #inventaire #Mémoire #Micron #modules #NAND #nouvelles #offre #pénurie #prix #Puces #rapport #revenus #revues #Science #ScienceAndTechnology #Sciences #SciencesEtTechnologies #SemiConducteurs #SSD #Stock #stockage #Suisse #Taïwan #TeamGroup #Technologies #Technology #test
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ASUS Moves to Internal DRAM Production, Eyes Market Disruption
ASUS plans to produce its own DRAM chips by 2026 to fix shortages and lower costs. This could change the computer parts market.
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ASUS Moves to Internal DRAM Production, Eyes Market Disruption
ASUS plans to produce its own DRAM chips by 2026 to fix shortages and lower costs. This could change the computer parts market.
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ASUS Moves to Internal DRAM Production, Eyes Market Disruption
ASUS plans to produce its own DRAM chips by 2026 to fix shortages and lower costs. This could change the computer parts market.
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ASUS Moves to Internal DRAM Production, Eyes Market Disruption
ASUS plans to produce its own DRAM chips by 2026 to fix shortages and lower costs. This could change the computer parts market.
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ASUS Moves to Internal DRAM Production, Eyes Market Disruption
ASUS plans to produce its own DRAM chips by 2026 to fix shortages and lower costs. This could change the computer parts market.
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ASUS is moving to make its own DRAM chips, a big change from buying from Samsung and Micron. This could mean better parts for your computer.
#ASUS #DRAM #ComputerChips #TechNews #Manufacturing
https://newsletter.tf/asus-makes-own-dram-chips-by-2026/ -
ASUS is moving to make its own DRAM chips, a big change from buying from Samsung and Micron. This could mean better parts for your computer.
#ASUS #DRAM #ComputerChips #TechNews #Manufacturing
https://newsletter.tf/asus-makes-own-dram-chips-by-2026/ -
ASUS is moving to make its own DRAM chips, a big change from buying from Samsung and Micron. This could mean better parts for your computer.
#ASUS #DRAM #ComputerChips #TechNews #Manufacturing
https://newsletter.tf/asus-makes-own-dram-chips-by-2026/ -
ASUS is moving to make its own DRAM chips, a big change from buying from Samsung and Micron. This could mean better parts for your computer.
#ASUS #DRAM #ComputerChips #TechNews #Manufacturing
https://newsletter.tf/asus-makes-own-dram-chips-by-2026/ -
ASUS is moving to make its own DRAM chips, a big change from buying from Samsung and Micron. This could mean better parts for your computer.
#ASUS #DRAM #ComputerChips #TechNews #Manufacturing
https://newsletter.tf/asus-makes-own-dram-chips-by-2026/ -
Samsung esquiva la huelga en el último minuto: acuerdo tentativo salva al mercado global de chips
A horas de que comenzara una paralización de 18 días que amenazaba con costarle 20.000 millones de dólares a Samsung y sacudir el suministro mundial de semiconductores, la empresa y su sindicato alcanzaron un acuerdo de madrugada luego de seis meses de conflicto y tres días de negociaciones al borde del abismo (Fuente Androidheadlines).
El mundo de los semiconductores respiró aliviado este miércoles. Samsung Electronics y su sindicato de trabajadores llegaron a un acuerdo tentativo de último momento, evitando una huelga potencialmente devastadora que estaba programada para comenzar el jueves 21 de mayo en la mayor fábrica de chips de memoria del mundo. El acuerdo se alcanzó tras tres días de negociaciones al filo del abismo, poniendo fin a un enfrentamiento que llevaba seis meses sin resolución.
Los términos del acuerdo representan un punto medio entre las posiciones de ambas partes. La dirección aceptó destinar aproximadamente el 12% de las ganancias operativas anuales a bonificaciones para los empleados, y eliminar el tope máximo de bonos para los trabajadores de la división de semiconductores. Además, el nuevo esquema extiende los incentivos económicos más allá del lucrativo departamento de memoria, alcanzando también a ingenieros de las unidades de fundición y manufactura, históricamente menos rentables. El sindicato había exigido originalmente el 15%, mientras que la empresa había ofrecido alrededor del 13%.
El comité de huelga conjunto informó que la paralización planificada desde el jueves hasta el 7 de junio queda suspendida «hasta nuevo aviso», y que los más de 70.000 miembros del sindicato votarán el acuerdo salarial propuesto entre el sábado 24 y el miércoles 28 de mayo.
La magnitud de lo que se evitó no puede subestimarse. Los analistas financieros habían advertido que incluso una participación parcial del sindicato podría haber reducido el suministro global de DRAM hasta un 4% y el de memoria NAND flash hasta un 3%, en un momento en que los inventarios globales apenas cubren unas pocas semanas de demanda del mercado. El Primer Ministro surcoreano Kim Min-seok había estimado que las pérdidas económicas directas de la huelga podrían alcanzar 1 billón de wones, con un efecto en cascada que podría escalar hasta 100 billones de wones —unos 66.000 millones de dólares— si las disrupciones en producción obligaban a descartar obleas de semiconductores ya en proceso de fabricación.
Samsung Electronics representa el 22,8% de las exportaciones totales de Corea del Sur y el 26% de su capitalización bursátil total, lo que convierte este conflicto laboral en algo que va mucho más allá de una negociación salarial corporativa. La intervención directa del gobierno, con el Ministro de Trabajo Kim Young-hoon presidiendo personalmente las últimas rondas de negociación, fue determinante para destrabar el impasse. El propio ministro declaró estar «verdaderamente agradecido» de que ambas partes hubieran llegado a un acuerdo por la vía del diálogo.
Con la ratificación pendiente del voto de los trabajadores, el capítulo no está cerrado del todo. Pero por ahora, la cadena de suministro global de chips puede seguir funcionando sin sobresaltos.
#acuerdolaboral #arielmcorg #CadenaDeSuministro #chips #CoreaDelSur #dram #huelga #IA #infosertec #memoriaRAM #mercadoglobalDijisteHttpsWww #NAND #PORTADA #Samsung #SamsungElectronics #semiconductores #sindicato #tecnologia -
Team Group agrees to $1.1 million DRAM settlement in another false advertising lawsuit — claimed advertised memory speeds required BIOS tweaks and overclocking settings
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¡La industria de Armenia explota en 2026! 🇦🇲🔥El crecimiento subió un 13,4% en solo 3 meses. La minería de cobre y molibdeno está batiendo récords. ⚒️💎 ¡Ojo! El ferromolibdeno cayó, pero la manufactura sigue siendo reina. 👑🏭 #armenia #cobre #dram #economía #industria #manufactura #minería https://soyarmenio.com/industria-armenia-crecimiento-trimestre-2026/
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DRAM fiyatlarındaki dalgalanma, akıllı telefon üreticilerinin maliyet planlamasını yeniden şekillendiriyor. Şirketler düşük maliyetli çözümlere yöneliyor, tüketici beklentileri de artıyor. #Teknoloji #Maliyet #AkıllıTelefon
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💸 La deuda externa cae mientras la interna sube. La deuda total supera los 14.000 millones de dólares en marzo de 2026. 📉 Armenia ajusta sus finanzas entre bonos y créditos externos. 🇦🇲 #armenia #bonos #DeudaPública #dram #economía #ereván #finanzas https://soyarmenio.com/deuda-publica-armenia-marzo-2026/
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Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice
AI generated summary, Read the full article for complete information.
India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.
#Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #
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Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice
AI generated summary, Read the full article for complete information.
India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.
#Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #
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Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice
AI generated summary, Read the full article for complete information.
India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.
#Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #
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Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice
AI generated summary, Read the full article for complete information.
India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.
#Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #
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This $329.99 32GB Corsair Pro Overclocking kit is the cheapest DDR5 RAM on sale right now — ultra-fast 6400 MT/s memory upgrade for your gaming PC comes with $70 price drop that makes it $40 cheaper than its next-best rival
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPＳ法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPＳ法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPＳ法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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https://www.wacoca.com/life/395767/ 世界の半導体工場、活発な投資へと動く | サイエンス リポート | TELESCOPE magazine #1γnmプロセス #1δnm製品 #3次元IC #AIチップ #AIデータセンター #Apple #ASETechnology #CHIPＳ法案 #CoWoS #DRAM #FinFET #GAA #GPUHBMメモリ #HBM4 #investment #magazine #MicronTechnology #n2 #N2P #NhancedSemiconductors #NVIDIA #PowertechTechnology #Rubin #samsung #SiliconBox #SKHynix #SOCAMM2 #STMicroelectronics #Telescope #toshi #TSMC #ギガファブ #チップレット #テレスコープ #ファウンドリ20 #マガジン #メモリ半導体 #世界の半導体工場 #先端パッケージ #半導体 #半導体工場 #投資
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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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.#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
