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#memory-shortage — Public Fediverse posts

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

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  1. Memory earnings season opened with numbers that would have been typos three years ago: $61 billion in quarterly operating profit at Samsung, $41.5 billion in revenue at Micron against $9.3 billion a year earlier. Q3 contract talks point to DRAM rising another 13–30%, NAND 10–40%.

    The more interesting shift is the forecast horizon. On the day of its $26.5 billion Nasdaq debut — the largest ever US listing by a foreign company — SK hynix called 2027 the worst supply year in the industry's history and said demand will outrun capacity beyond 2030. Customers reportedly asked for five to six times as much supply; some offered to buy the fab equipment outright. Meanwhile, wafer allocation keeps tilting toward HBM, leaving standard DDR4/DDR5 undersupplied and pushing buyers into the secondary market.

    The full Q3 market update, including the case for skepticism about that 2030 forecast:

    buysellram.com/blog/market-upd

  2. The Q3 memory numbers are in: DRAM contracts headed up 13–30%, NAND 10–40%, depending on the forecast. Earnings season backs it up — record quarters at Samsung and Micron, with guidance still climbing. SK hynix now expects the shortage to run past 2030, with 2027 the tightest year yet. The full market update, including what it means for DDR4/DDR5 values:
    buysellram.com/blog/market-upd
    #DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND

  3. The Q3 memory numbers are in: DRAM contracts headed up 13–30%, NAND 10–40%, depending on the forecast. Earnings season backs it up — record quarters at Samsung and Micron, with guidance still climbing. SK hynix now expects the shortage to run past 2030, with 2027 the tightest year yet. The full market update, including what it means for DDR4/DDR5 values:
    buysellram.com/blog/market-upd
    #DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND

  4. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  5. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  6. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  7. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  8. 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

  9. 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.

  10. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware

  11. 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...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware #tech

  12. 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...
    buysellram.com/blog/will-samsu

    #DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #buysellram

  13. 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.

    buysellram.com/blog/will-samsu

  14. 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.
    buysellram.com/blog/will-samsu

    #DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #ITAD #CXMT #AIInfrastructure #technology

  15. 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.
    buysellram.com/blog/will-samsu

    #DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #ITAD #CXMT #AIInfrastructure #technology

  16. 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.

    androidheadlines.com/2026/06/a

    #dram #technology #ram #gaming #buildAPC #computer #memoryShortage

  17. 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.

    androidheadlines.com/2026/06/a

    #dram #technology #ram #gaming #buildAPC #computer #memoryShortage

  18. 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. cnbc.com/2026/06/27/memory-cru #tech #media #news

  19. 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. cnbc.com/2026/06/27/memory-cru #tech #media #news

  20. 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.
    buysellram.com/blog/micron-q3-
    #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry

  21. 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.

    buysellram.com/blog/micron-q3-
    #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry #technology

  22. 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.

    buysellram.com/blog/micron-q3-

  23. 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.
    buysellram.com/blog/micron-q3-
    #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #tech

  24. 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.
    buysellram.com/blog/micron-q3-
    #DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #tech

  25. 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. cnbc.com/2026/06/19/memory-cri #tech #media #news

  26. 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. cnbc.com/2026/06/19/memory-cri #tech #media #news

  27. 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)

    #prices #gaming #computing #memory #MemoryShortage #PS5

  28. 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)

    #prices #gaming #computing #memory #MemoryShortage #PS5

  29. 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

  30. 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

  31. 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

  32. 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

  33. 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

  34. ... 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

  35. 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

    newsletter.tf/project-helix-co

  36. 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
    newsletter.tf/project-helix-co

  37. Not even #Meta can escape this... the memory crunch is hitting everyone. #AI #MemoryShortage Gift Link:

    Meta Will Run Some Servers Lon...

  38. 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: liliputing.com/lilbits-intel-w
  39. 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!?

    #memoryshortage #naptime

  40. 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 Kitty

    Read: rolandixor.pro/blog/post/the-r

    #software #development #coding #webdesign #dev #developers #code #softwarebloat #memoryshortage