#memory-shortage — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memory-shortage, aggregated by home.social.
-
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
Claude Sonnet 5 launched at less than half the flagship's price with ninety percent of its benchmark performance. The natural conclusion: AI is getting cheaper, so chip demand should ease. Every data point says otherwise.
Inference costs fell 280-fold between 2022 and 2024 (Stanford AI Index). Enterprise AI spending tripled to $37B in 2025 anyway. DRAM contracts rose a record 90-95% in Q1 2026, NAND is projected up 70-75% in Q2, and SK Hynix has sold out its entire 2026 output. William Stanley Jevons described the mechanism in 1865: make a resource cheaper to use, and total consumption rises.
The article walks through what this means chip by chip — DRAM, NAND, GPUs, and why CPUs are the calm exception — plus the strongest counterarguments (ASICs, MoE, small models) and why they fall short. One practical takeaway: retired server memory is appreciating for the first time in years.
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware #technology
-
Claude Sonnet 5 launched at less than half the flagship's price with ninety percent of its benchmark performance. The natural conclusion: AI is getting cheaper, so chip demand should ease. Every data point says otherwise.
Inference costs fell 280-fold between 2022 and 2024 (Stanford AI Index). Enterprise AI spending tripled to $37B in 2025 anyway. DRAM contracts rose a record 90-95% in Q1 2026, NAND is projected up 70-75% in Q2, and SK Hynix has sold out its entire 2026 output. William Stanley Jevons described the mechanism in 1865: make a resource cheaper to use, and total consumption rises.
The article walks through what this means chip by chip — DRAM, NAND, GPUs, and why CPUs are the calm exception — plus the strongest counterarguments (ASICs, MoE, small models) and why they fall short. One practical takeaway: retired server memory is appreciating for the first time in years.
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware #technology
-
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware -
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware #tech -
South Korea unveiled $550 billion in new memory fabs from Samsung & SK Hynix, part of a much larger $3.1 trillion corporate spending plan. Most of the new capacity targets server DRAM & HBM, not the commodity memory in ordinary PCs and servers. Industry forecasts point to real relief no earlier than late 2027, with some analysts already flagging oversupply risk...
https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #buysellram
-
Samsung and SK Hynix just pledged $550 billion for new memory fabs — the concrete piece of a far larger $3.1 trillion long-term investment plan unveiled alongside South Korea's government on June 29. The number is easy to cheer and harder to interpret: most of the new capacity is aimed at server-grade DRAM and HBM, the highest-margin corners of the memory market, not the commodity memory in ordinary PCs and low-end servers.
Micron is running its own expansion on a similar timeline. China's CXMT is growing DRAM share faster than anyone but still years from qualifying for server and HBM business. Industry forecasters disagree on exactly when relief arrives — some point to late 2027, others flag oversupply risk once all this capacity actually lands.https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/
#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #CXMT #technology -
Samsung and SK Hynix just pledged $550 billion for new memory fabs. Most industry forecasts still don't expect real DRAM/NAND relief before late 2027 — some analysts warn of a glut right after. The actual math behind the timeline, broken down.
https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #ITAD #CXMT #AIInfrastructure #technology
-
Samsung and SK Hynix just pledged $550 billion for new memory fabs. Most industry forecasts still don't expect real DRAM/NAND relief before late 2027 — some analysts warn of a glut right after. The actual math behind the timeline, broken down.
https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #ITAD #CXMT #AIInfrastructure #technology
-
Capitalism is a scam.
A New Lawsuit Claims the Memory Crisis Was Manufactured on Purpose
> Samsung, SK Hynix, and Micron, which together control about 89% of the global DRAM market, are facing a class action lawsuit accusing them of coordinating production cuts and exiting older memory standards to artificially drive up prices during the ongoing memory crisis.
#dram #technology #ram #gaming #buildAPC #computer #memoryShortage
-
Capitalism is a scam.
A New Lawsuit Claims the Memory Crisis Was Manufactured on Purpose
> Samsung, SK Hynix, and Micron, which together control about 89% of the global DRAM market, are facing a class action lawsuit accusing them of coordinating production cuts and exiting older memory standards to artificially drive up prices during the ongoing memory crisis.
#dram #technology #ram #gaming #buildAPC #computer #memoryShortage
-
A global #memoryshortage, driven by the #artificialintelligence boom, is causing significant cost increases for #consumerelectronics manufacturers. While tech giants like Apple and Microsoft can absorb these costs, smaller companies face potential crises. The situation is particularly dire for companies producing budget-friendly devices, as memory suppliers prioritise larger clients. https://www.cnbc.com/2026/06/27/memory-crunch-shaking-apple-and-microsoft-existential-for-small-guys.html?eicker.news #tech #media #news
-
A global #memoryshortage, driven by the #artificialintelligence boom, is causing significant cost increases for #consumerelectronics manufacturers. While tech giants like Apple and Microsoft can absorb these costs, smaller companies face potential crises. The situation is particularly dire for companies producing budget-friendly devices, as memory suppliers prioritise larger clients. https://www.cnbc.com/2026/06/27/memory-crunch-shaking-apple-and-microsoft-existential-for-small-guys.html?eicker.news #tech #media #news
-
#AIDataCenters claim another victim: Apple hikes prices across Mac, iPad, and more https://zorz.it/sXpPh
#JeremyGray #AI #Apple #economy #industry #inflation #iMac #Mac #iPad #iPadPro #MacBook #MacBookNeo #MacBookPro #MacStudio #MemoryShortage #PriceHike #PriceIncrease
-
#AIDataCenters claim another victim: Apple hikes prices across Mac, iPad, and more https://zorz.it/sXpPh
#JeremyGray #AI #Apple #economy #industry #inflation #iMac #Mac #iPad #iPadPro #MacBook #MacBookNeo #MacBookPro #MacStudio #MemoryShortage #PriceHike #PriceIncrease
-
Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry -
Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.
DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.
So why can't the makers just build their way out? Three supply-side forces:
HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology -
Micron just turned in a record fiscal quarter, but the number that matters for anyone who runs servers wasn't the revenue.
DRAM average selling prices jumped into the low-60% range from the prior quarter while bit shipments barely moved. Price is doing the work because there aren't enough bits to ship. Micron says it can fill only about half to two-thirds of customer demand, with tight conditions past calendar 2027.
So why can't the makers just build their way out? Three supply-side forces:
HBM eats the wafers. It needs roughly 3x the silicon per bit of DDR5 (4x for HBM4), so as its share climbs, total bit output sags. 2026 DRAM bit growth is only about 16%.
New fabs are years away. Micron's Idaho plant won't ship until late 2027; its New York fabs land around 2029 to 2030.
What's made is pre-sold. Multi-year deals (Micron–Anthropic, plus Samsung and SK Hynix) lock volume off the open market.For IT teams retiring hardware, the DDR4 and DDR5 in decommissioned servers doesn't wait for a 2027 fab or sit behind a contract. It's available now, and one of the few sources of conventional DRAM many buyers can get.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology -
Micron posted a record quarter, but the real signal for IT teams isn't revenue. It can fill only about half to two-thirds of demand, with tight conditions past 2027. Three supply-side forces keep DRAM short: HBM consumes far more silicon per bit, new fabs are years out, and much of what's made is pre-sold to hyperscalers. The memory in retired servers is now real, available supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #tech -
Micron posted a record quarter, but the real signal for IT teams isn't revenue. It can fill only about half to two-thirds of demand, with tight conditions past 2027. Three supply-side forces keep DRAM short: HBM consumes far more silicon per bit, new fabs are years out, and much of what's made is pre-sold to hyperscalers. The memory in retired servers is now real, available supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #tech -
AI Data Centers Claim Another Victim: Apple Hikes Prices Across Mac, iPad, and More https://petapixel.com/2026/06/25/ai-data-centers-claim-another-victim-apple-hikes-prices-across-mac-ipad-and-more/ #memoryshortage #priceincrease #Technology #macbookneo #macbookpro #inflation #macstudio #pricehike #industry #Opinion #economy #ipadpro #macbook #apple #News #imac #ipad #mac #ai
-
AI Data Centers Claim Another Victim: Apple Hikes Prices Across Mac, iPad, and More https://petapixel.com/2026/06/25/ai-data-centers-claim-another-victim-apple-hikes-prices-across-mac-ipad-and-more/ #memoryshortage #priceincrease #Technology #macbookneo #macbookpro #inflation #macstudio #pricehike #industry #Opinion #economy #ipadpro #macbook #apple #News #imac #ipad #mac #ai
-
The #AI boom has led to a global #memoryshortage, causing #priceincreases for consumers. #Apple CEO #TimCook announced that the company will raise product prices due to the unsustainable memory situation, even though Apple is typically insulated from price hikes. Analysts speculate that Apple might reserve price increases for premium devices or leverage the situation to gain market share from Android manufacturers. https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html?eicker.news #tech #media #news
-
The #AI boom has led to a global #memoryshortage, causing #priceincreases for consumers. #Apple CEO #TimCook announced that the company will raise product prices due to the unsustainable memory situation, even though Apple is typically insulated from price hikes. Analysts speculate that Apple might reserve price increases for premium devices or leverage the situation to gain market share from Android manufacturers. https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html?eicker.news #tech #media #news
-
omg...
SanDisk's 8 TB SSD for PS5 costs $2,959.99* —
More than three PS5 pro consoles!
* c/o Yahoo Finance (semi-live feed)
-
omg...
SanDisk's 8 TB SSD for PS5 costs $2,959.99* —
More than three PS5 pro consoles!
* c/o Yahoo Finance (semi-live feed)
-
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
-
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
-
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
-
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
-
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
-
... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...
A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix -
... general strike. The move comes on the view that a sizable bonus provision could weigh on near-term earnings. Citigroup recently cut its target ...
Citigroup cut Samsung Electronics' target price to 300,000 won from 320,000 won, citing union strike-related bonus provision risks, but maintained its Buy rating on solid memory demand.#SamsungElectronics #Citigroup #targetpricecut #laborunionstrike #HBM #memoryshortage #DRAMdemand #semiconductoroutlook
Citi Cuts Samsung Electronics Target Price on Union Risks, Maintains Buy -
Memory Scarcity Looms Over Project Helix Launch
Xbox CEO Asha Sharma warns memory scarcity will impact Project Helix console pricing and availability. Learn what this means for the new device.
#ProjectHelix, #Xbox, #MemoryShortage, #ConsoleLaunch, #TechNews
https://newsletter.tf/project-helix-console-memory-shortage-impact/
-
Memory Scarcity Looms Over Project Helix Launch
Xbox CEO Asha Sharma warns memory scarcity will impact Project Helix console pricing and availability. Learn what this means for the new device.
#ProjectHelix, #Xbox, #MemoryShortage, #ConsoleLaunch, #TechNews
https://newsletter.tf/project-helix-console-memory-shortage-impact/
-
Xbox CEO Asha Sharma stated that memory shortages will affect the Project Helix console. This is a significant change from previous plans for affordable hardware.
#ProjectHelix, #Xbox, #MemoryShortage, #ConsoleLaunch, #TechNews
https://newsletter.tf/project-helix-console-memory-shortage-impact/ -
Xbox CEO Asha Sharma stated that memory shortages will affect the Project Helix console. This is a significant change from previous plans for affordable hardware.
#ProjectHelix, #Xbox, #MemoryShortage, #ConsoleLaunch, #TechNews
https://newsletter.tf/project-helix-console-memory-shortage-impact/ -
Not even #Meta can escape this... the memory crunch is hitting everyone. #AI #MemoryShortage Gift Link:
Meta Will Run Some Servers Lon... -
IEEE Spectrum: AI Is Insatiable
And it’s got the munchies for memory chips
-
ProGrade Digital Forced to Increase Prices as Memory Shortage Continues https://petapixel.com/2026/04/13/prograde-digital-forced-to-increase-prices-as-memory-shortage-continues/ #artificialintelligence #progradedigital #memoryshortage #flashmemory #Equipment #cfexpress #explainer #prograde #feature #shorage #storage #memory #prices #sdcard #News #ssd #ai
-
Lilbits: Intel Wildcat Lake specs leaked, Pixel 11 and Onn 4K Stick leaks, and would you buy a Bookshop.org eReader?
Intel’s Alder Lake-N and Twin Lake processors have been incredibly popular with makers of budget mini PCs, Chromebooks, and other entry-level computers. With up to eight 12th-gen Intel Efficiency CPU cores, these cheap, low-power chips brought big performance gains over Intel’s earlier Atom, Celeron, and Pentium Silver processors.
But they’re starting to show their age, which is why I’ve had […]
#bookshopOrg #ereader #leaks #lilbits #memory #memoryShortage #onn4kStick #pixel11 #pixel11Pro #sdCard #sony #stroage #wildcatLake Read more: https://liliputing.com/lilbits-intel-wildcat-lake-specs-leaked-pixel-11-and-onn-4k-stick-leaks-and-would-you-buy-a-bookshop-org-ereader/ -
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
Smartphone Mkt to Decline 13% in '26, Largest Drop Ever Due to Memory Shortage
https://www.idc.com/resource-center/press-releases/wwsmartphoneforecast4q25/
#HackerNews #SmartphoneMarket #Decline #MemoryShortage #TechNews #2026 #IDCReport
-
Lenovo Raising Prices Of Select Devices In March #hardware #lenovo #memory #memoryshortage
https://www.lowyat.net/2026/384038/lenovo-raising-prices-of-select-devices-in-march/
-
me: I think I’ll have a nap
The universe: actually we’re gonna shut you down entirely for a few hours and remove some of that RAM and sell it. You know what that stuff is worth these days!?
-
50GB for a simple update. 15GB for a calculator. You know the vibe.
New Roll Out just landed.
This week: the bloat tax, and how to build lean software again.Plus:
• Why “modern” got so heavy
• Performance budgets you can enforce
• Ghostty vs KittyRead: https://rolandixor.pro/blog/post/the-roll-out-14
#software #development #coding #webdesign #dev #developers #code #softwarebloat #memoryshortage
-
Chinese Phone Makers Reportedly Lower Shipment Forecasts Amid Memory Shortage #memoryshortage #mobilephones #oppo #vivo #xiaomi
https://www.lowyat.net/2026/378877/phone-makers-lower-shipment-forecasts/
-
Sometimes writing about #datastorage again is a really weird Twilight-Zone feeling, but other times it's just like riding a bike. :)
My writeup of Dell Technologies #PowerStore news today, featuring analysis about its potential impact on enterprise buyers -- and competitors -- amid a looming #memoryshortage in 2026: https://www.techtarget.com/searchstorage/news/366637226/Dell-PowerStore-adds-30-TB-QLC-drive-amid-market-supply-woes
#Dell #enterprisestorage #enterpriseIT #enterprisetech #QLC #Flashstorage
-
#Nvidia's new #KVcache system is creating significant discussion within the industry, particularly regarding its overlap with #datastorage partners like #NetApp. Analysts are expressing concerns that this development may exacerbate the existing #memoryshortage, potentially resulting in increased prices for #enterpriseIT buyers.