#memoryshortage — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memoryshortage, aggregated by home.social.
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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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... 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 -
... 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 -
... 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 -
... 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 -
... 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 -
... 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/
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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/ -
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
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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/ -
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
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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
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#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.
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The #IDC warns of a potential 9% #decline in #PC shipments by 2026 due to a global #memoryshortage. This #shortage, driven by increased demand from #AIinfrastructure, is causing #DRAM and #NAND production to be redirected away from consumer devices. https://www.tomshardware.com/tech-industry/idc-warns-pc-market-could-shrink-up-to-9-percent-in-2026-due-to-skyrocketing-ram-pricing-even-moderate-forecast-hits-5-percent-drop-as-ai-driven-shortages-slam-into-pc-market?eicker.news #tech #media #news
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ProGrade to Increase Memory Card Prices By Up to 123% in Japan https://petapixel.com/2025/12/30/prograde-to-increase-memory-card-prices-by-up-to-123-in-japan/ #progradedigital #memoryshortage #priceincrease #memoryprices #memorycards #Industry #prograde #storage #memory #News #ssd
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Dell and Lenovo to Hike PC Prices up to 20% as AI Memory Shortage Hits Consumers
PCs #MemoryShortage #PCBuilding #Dell #Lenovo #DDR5 #DDR4 #AI #Inflation #SupplyChain #ConsumerTech #Hardware #HBM #Semiconductors