#dram — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #dram, aggregated by home.social.
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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
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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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Useless RAM with fake chips in circulation
Scammers are counterfeiting memory chips made of fiberglass, selling useless DDR5 modules. First reports are coming from Japan.
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Useless RAM with fake chips in circulation
Scammers are counterfeiting memory chips made of fiberglass, selling useless DDR5 modules. First reports are coming from Japan.
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Useless RAM with fake chips in circulation
Scammers are counterfeiting memory chips made of fiberglass, selling useless DDR5 modules. First reports are coming from Japan.
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Useless RAM with fake chips in circulation
Scammers are counterfeiting memory chips made of fiberglass, selling useless DDR5 modules. First reports are coming from Japan.
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Useless RAM with fake chips in circulation
Scammers are counterfeiting memory chips made of fiberglass, selling useless DDR5 modules. First reports are coming from Japan.
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Nutzloser Arbeitsspeicher mit Fake-Chips im Umlauf
Betrüger fälschen Speicherbausteine aus Glasgewebe und verkaufen damit nutzlose DDR5-Module. Erste Berichte kommen aus Japan.
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Nutzloser Arbeitsspeicher mit Fake-Chips im Umlauf
Betrüger fälschen Speicherbausteine aus Glasgewebe und verkaufen damit nutzlose DDR5-Module. Erste Berichte kommen aus Japan.
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Nutzloser Arbeitsspeicher mit Fake-Chips im Umlauf
Betrüger fälschen Speicherbausteine aus Glasgewebe und verkaufen damit nutzlose DDR5-Module. Erste Berichte kommen aus Japan.
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Nutzloser Arbeitsspeicher mit Fake-Chips im Umlauf
Betrüger fälschen Speicherbausteine aus Glasgewebe und verkaufen damit nutzlose DDR5-Module. Erste Berichte kommen aus Japan.
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Nutzloser Arbeitsspeicher mit Fake-Chips im Umlauf
Betrüger fälschen Speicherbausteine aus Glasgewebe und verkaufen damit nutzlose DDR5-Module. Erste Berichte kommen aus Japan.
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Scammers are selling fake DDR5 with empty plastic chips relabeled to pass as legit — fake components mounted to PCBs are yet another sign of the RAMpocalypse
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侵侵全球關稅再被KO 進口商勝訴重擊白宮｜次世代DRAM架構戰爆發 三星VS海力士全力定生死 2026-05-08《香港新聞連線》
https://www.youtube.com/watch?v=xFKgCmhkW6c -
侵侵全球關稅再被KO 進口商勝訴重擊白宮｜次世代DRAM架構戰爆發 三星VS海力士全力定生死 2026-05-08《香港新聞連線》
https://www.youtube.com/watch?v=xFKgCmhkW6c -
https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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https://winbuzzer.com/2026/05/10/big-tech-proposes-funding-sk-hynix-memory-expansion-xcxwbn/
AI Memory Scarcity Drives Funding Talks With SK Hynix
#AI #SKHynix #BigTech #Memory #Semiconductors #AIHardware #AIInfrastructure #AIInvestment #DRAM
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Samsung: Strike threatens semiconductor plants
An 18-day strike at Samsung's semiconductor plants could worsen the memory crisis. Employees want to participate in the AI boom.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: Strike threatens semiconductor plants
An 18-day strike at Samsung's semiconductor plants could worsen the memory crisis. Employees want to participate in the AI boom.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: Strike threatens semiconductor plants
An 18-day strike at Samsung's semiconductor plants could worsen the memory crisis. Employees want to participate in the AI boom.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: Strike threatens semiconductor plants
An 18-day strike at Samsung's semiconductor plants could worsen the memory crisis. Employees want to participate in the AI boom.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: Strike threatens semiconductor plants
An 18-day strike at Samsung's semiconductor plants could worsen the memory crisis. Employees want to participate in the AI boom.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: In den Halbleiterwerken droht Streik
Ein 18-tägiger Streik in Samsungs Halbleiterwerken könnte die Speicherkrise verschärfen. Mitarbeiter wollen am KI-Boom teilhaben.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: In den Halbleiterwerken droht Streik
Ein 18-tägiger Streik in Samsungs Halbleiterwerken könnte die Speicherkrise verschärfen. Mitarbeiter wollen am KI-Boom teilhaben.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: In den Halbleiterwerken droht Streik
Ein 18-tägiger Streik in Samsungs Halbleiterwerken könnte die Speicherkrise verschärfen. Mitarbeiter wollen am KI-Boom teilhaben.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: In den Halbleiterwerken droht Streik
Ein 18-tägiger Streik in Samsungs Halbleiterwerken könnte die Speicherkrise verschärfen. Mitarbeiter wollen am KI-Boom teilhaben.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Samsung: In den Halbleiterwerken droht Streik
Ein 18-tägiger Streik in Samsungs Halbleiterwerken könnte die Speicherkrise verschärfen. Mitarbeiter wollen am KI-Boom teilhaben.
#DRAM #IT #KünstlicheIntelligenz #FlashSpeicher #Samsung #Speicher #Streik #Wirtschaft #news
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Nicht genug Speicher? KI-Konzerne wollen selbst für neue Fertigungsstraßen und EUV-Anlagen aufkommen. #SKHynix hat angeblich Milliardenangebote erhalten. #Speicherkrise #NAND #DRAM #Flash #Arbeitsspeicher #KI https://winfuture.de/news,158588.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
