#memoryshortage — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #memoryshortage, aggregated by home.social.
-
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.
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 #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 #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
-
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 -
... 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 -
... 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/
-
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/
-
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/ -
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/ -
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
-
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
-
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
-
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
-
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/ -
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/ -
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/ -
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/ -
I think those of us in the Linux world are better positioned to weather this, at least for a short while, since Linux will run just fine on older hardware.
Windows11 forcing everyone to purchase new hardware however, is a problem. We are going to try to put together a Linux PC that will be the image for our public PCs, so that we can continue to use older hardware there, and replace staff PCs. There are some hurdles.
https://www.theverge.com/news/839353/pc-ram-shortage-pricing-spike-news
-
SK Group Chairman Choi Tae-won reveals SK Hynix is reviewing US ADR listing to broaden investor base, projects memory supply shortages exceeding 20% through 2030, and announces plans to unveil DRAM price stabilization measures while maintaining production focus in Korea due to established infrastructure advantages.
#YonhapInfomax #SkHynix #AdrListing #DramPrices #MemoryShortage #JensenHuang #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110319 -
SK Group Chairman Choi Tae-won reveals SK Hynix is reviewing US ADR listing to broaden investor base, projects memory supply shortages exceeding 20% through 2030, and announces plans to unveil DRAM price stabilization measures while maintaining production focus in Korea due to established infrastructure advantages.
#YonhapInfomax #SkHynix #AdrListing #DramPrices #MemoryShortage #JensenHuang #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110319 -
SK Group Chairman Choi Tae-won reveals SK Hynix is reviewing US ADR listing to broaden investor base, projects memory supply shortages exceeding 20% through 2030, and announces plans to unveil DRAM price stabilization measures while maintaining production focus in Korea due to established infrastructure advantages.
#YonhapInfomax #SkHynix #AdrListing #DramPrices #MemoryShortage #JensenHuang #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110319 -
SK Group Chairman Choi Tae-won reveals SK Hynix is reviewing US ADR listing to broaden investor base, projects memory supply shortages exceeding 20% through 2030, and announces plans to unveil DRAM price stabilization measures while maintaining production focus in Korea due to established infrastructure advantages.
#YonhapInfomax #SkHynix #AdrListing #DramPrices #MemoryShortage #JensenHuang #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=110319 -
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
RAM kits are now sold with one fake RAM stick alongside a real one
#HackerNews #RAMkits #FakeRAM #PerformanceIllusion #MemoryShortage #TechNews
-
Global smartphone shipments are projected to fall 12.4% in 2026 due to a severe memory supply crunch, according to Counterpoint Research. https://english.mathrubhumi.com/technology/global-smartphone-shipments-decline-2026-memory-crunch-xs2s9phg?utm_source=dlvr.it&utm_medium=mastodon #SmartphoneMarket #GlobalShipments #MemoryShortage #TechIndustry