#memory-shortage — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memory-shortage, aggregated by home.social.
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Galaxy Z Fold 8 Starts at $1,899: Memory Shortage Makes Waiting Cost More
Samsung Galaxy smartphones signage is displayed at the MWC (Mobile World Congress), the world’s biggest mobile fair, in…
#EuropeSays #Korea #KR #Samsung #AppleiPhoneFold #DRAMprices #Foldablephone #memoryshortage #SamsungGalaxyZFold8 #samsunggalaxyzfold8ultra #SamsungGroup #SamsungUnpacked
https://www.europesays.com/korea/82293/ -
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 -
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
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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
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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
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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
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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
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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 -
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 #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 #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 -
https://www.europesays.com/people/146207/ No One Can Afford to Buy Hardware, So Nvidia Made Trading Cards to Reminisce About the Good Times #AI #JensenHuang #MemoryShortage #Nvidia
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Budget Smartphones Are in Trouble
The market for budget smartphones is set to shrink as the realities of the memory shortage continue to…
#NewsBeep #News #Mobile #budgetsmartphone #budget-consciousconsumer #buildingcost #CA #Canada #electroniccompany #heavypressure #low-endsmartphone #memorycost #MemoryShortage #premiumphonemaker #Price #ramcost #researchfirm #retailprice #shipment #Technology #year
https://www.newsbeep.com/ca/790406/ -
Budget Smartphones Are in Trouble
The market for budget smartphones is set to shrink as the realities of the memory shortage continue to…
#NewsBeep #News #Mobile #AU #Australia #budgetsmartphone #budget-consciousconsumer #buildingcost #electroniccompany #heavypressure #low-endsmartphone #memorycost #MemoryShortage #premiumphonemaker #price #ramcost #researchfirm #retailprice #shipment #Technology #year
https://www.newsbeep.com/au/789036/ -
Budget Smartphones Are in Trouble
The market for budget smartphones is set to shrink as the realities of the memory shortage continue to…
#NewsBeep #News #Mobile #AU #Australia #budgetsmartphone #budget-consciousconsumer #buildingcost #electroniccompany #heavypressure #low-endsmartphone #memorycost #MemoryShortage #premiumphonemaker #price #ramcost #researchfirm #retailprice #shipment #Technology #year
https://www.newsbeep.com/au/789036/ -
https://www.europesays.com/uk/1078308/ Budget Smartphones Are in Trouble #BudgetSmartphone #BudgetConsciousConsumer #BuildingCost #ElectronicCompany #HeavyPressure #LowEndSmartphone #MemoryCost #MemoryShortage #Mobile #PremiumPhoneMaker #Price #RamCost #ResearchFirm #RetailPrice #Shipment #Technology #UK #UnitedKingdom #year
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https://www.europesays.com/ie/576716/ Budget Smartphones Are in Trouble #BudgetSmartphone #BudgetConsciousConsumer #BuildingCost #Éire #ElectronicCompany #HeavyPressure #IE #Ireland #LowEndSmartphone #MemoryCost #MemoryShortage #Mobile #PremiumPhoneMaker #price #RamCost #ResearchFirm #RetailPrice #shipment #Technology #year
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Budget Smartphones Are in Trouble
The market for budget smartphones is set to shrink as the realities of the memory shortage continue to…
#NewsBeep #News #Mobile #budgetsmartphone #budget-consciousconsumer #buildingcost #electroniccompany #heavypressure #low-endsmartphone #memorycost #MemoryShortage #premiumphonemaker #price #ramcost #researchfirm #retailprice #shipment #Technology #UK #UnitedKingdom #year
https://www.newsbeep.com/uk/682081/ -
SK hynix Plans $713B Domestic Investment
//php echo do_shortcode(‘[responsivevoice_button voice=”US English Male” buttontext=”Listen to Post”]’) ?> South Korean memory chipmaker SK hynix has announced…
#EuropeSays #Korea #KR #SK #AIDataCenterInfrastructure #DRAM #HBM4E #memoryshortage #NAND #nasdaq #semiconductors #SKGroup #SouthKorea
https://www.europesays.com/korea/74413/ -
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.
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 -
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
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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
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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
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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
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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
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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
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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
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RE: https://pouet.chapril.org/@dallo/116835804316878079
Please go ahead, instill fear on 'em so they fucking straighten up and fly right.
#dram #technology #ram #gaming #buildAPC #computer #memoryShortage
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https://www.europesays.com/people/134196/ Elon Musk agrees with what Apple CEO Tim Cook said has shocked him; says: Biggest … #apple #ElonMusk #MemoryShortage #Musk #Tesla #TimCook
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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
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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
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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
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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
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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
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Apple Seeks Chinese Memory Chips, Threatening Samsung-SK Dominance
Apple CEO Tim Cook delivers a speech at the opening ceremony of the 2026 China Development Forum on…
#EuropeSays #Korea #KR #SamsungElectronics #Apple #Chinesememorychips #CXMT #DRAM #memoryshortage #Samsung #SKhynix #USCommerceDepartment
https://www.europesays.com/korea/67557/ -
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
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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
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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
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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
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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
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#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
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#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
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#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
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#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
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#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
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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 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 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 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