#nand — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #nand, aggregated by home.social.
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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:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
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:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
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:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
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:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
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:
https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/
#DRAM #MemoryPrices #MemoryShortage #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #tech #NAND -
IBM股價寫下54年來最慘一日，華爾街讀出更大訊號：AI排擠效應開始反噬TNL國際編譯 2026-07-15 15:49:00 CST
IBM 7月14日崩跌25%，跌幅超越1987年「黑色星期一」、市值蒸發550億美元。因為客戶把買軟體的錢挪去搶購AI硬體，也拖累ServiceNow、Salesforce等軟體股。
https://www.thenewslens.com/article/269189
#OpenAI #半導體 #股價 #三星 #基礎設施 #台積電 #伺服器 #IBM #記憶體 #AI晶片 #華爾街 #NAND #軟體 #美光 #Anthropic #HBM #硬體 #科技 #SK海力士 #DRAM #SaaS -
Memory prices are spiking—and budget smartphones are taking the hit. https://jpmellojr.blogspot.com/2026/07/memory-costs-push-smartphone-makers.html #Smartphones #Omdia #SupplyChain #Semiconductors #DRAM #NAND
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Samsung Fast-Tracks Yongin Fab to 2029 as Global Memory Expansion Race Heats Up — BigGo Finance
The memory chip shortage crisis ignited by surging global artificial intelligence (AI) demand is pushing South Korea’s semiconductor…
#EuropeSays #Korea #KR #SamsungElectronics #DRAM #HBM #HowardLutnick #KwakNoh-jung #MicronTechnology #NAND #NVIDIA #Samsung #SKhynix #Yonginsemiconductorcluster
https://www.europesays.com/korea/83429/ -
https://www.europesays.com/ch-fr/212358/ Apple L’iPhone 18 Pro Max devrait voir son prix augmenter en raison d’une hausse de 300 dollars des coûts de production #1TB #1To #12GB #12Go #AnalyseDeLaNomenclature(BoM) #AppleIPhone18ProMax #CounterpointResearch #CoûtsDeProduction #fabrication #fuite #InformationsSurDesOrdinateursPortatifs #NAND #nouvelles #Ram #rapport #revues #Rumeur #Science #ScienceAndTechnology #Sciences #SciencesEtTechnologies #smartphone #Suisse #Technologies #Technology #test
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Speicherpreise: Nach dem Höhepunkt 2027 folgt 2028 der Absturz? https://www.computerbase.de/news/arbeitsspeicher/speicherpreise-nach-dem-hoehepunkt-2027-folgt-2028-der-absturz.98292/ #speicherkrise #arbeitsspeicher #ram #ddr5 #dram #nand #wirtschaft
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Samsung estimates its Q2 2026 profit to be around $58.56 billion
Samsung Electronics has announced its earnings estimates for the second quarter (Q2) of 2026. The company expects revenue…
#EuropeSays #Korea #KR #Samsung #DRAM #HBM #NAND #SamsungDeviceSolutions #SamsungElectronics #SamsungFoundry #SamsungGroup #SamsungMemory
https://www.europesays.com/korea/77149/ -
https://www.wacoca.com/life/423980/ Samsung Electronics、7日に4〜6月期速報値 営業利益予想は80兆〜92兆ウォン #DRAM #HBM4 #investment #NAND #SamsungElectronics #toshi #半導体 #成果給引当金 #投資 #業績
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https://www.wacoca.com/life/423980/ Samsung Electronics、7日に4〜6月期速報値 営業利益予想は80兆〜92兆ウォン #DRAM #HBM4 #investment #NAND #SamsungElectronics #toshi #半導体 #成果給引当金 #投資 #業績
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https://www.wacoca.com/life/423980/ Samsung Electronics、7日に4〜6月期速報値 営業利益予想は80兆〜92兆ウォン #DRAM #HBM4 #investment #NAND #SamsungElectronics #toshi #半導体 #成果給引当金 #投資 #業績
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https://www.wacoca.com/life/423980/ Samsung Electronics、7日に4〜6月期速報値 営業利益予想は80兆〜92兆ウォン #DRAM #HBM4 #investment #NAND #SamsungElectronics #toshi #半導体 #成果給引当金 #投資 #業績
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https://www.europesays.com/ch-fr/205201/ Les prix des puces mémoire devraient à nouveau grimper, Samsung s’apprêtant à augmenter ses tarifs contractuels #Apple #Approvisionnement #CentreDeDonnées #DRAM #HBM4 #IA #inflation #InformationsSurDesOrdinateursPortatifs #Lenovo #MacBook #Mémoire #NAND #nouvelles #OrdinateursPortables #prix #Puces #Ram #rapport #revues #Samsung #Science #ScienceAndTechnology #Sciences #SciencesEtTechnologies #SemiConducteurs #SKHynix #Smartphones #Suisse #Technologies #Technology #test
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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/ -
Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Höchste Flächendichte: Kioxia und Sandisk lassen BiCS10-NAND bemustern https://www.computerbase.de/news/storage/hoechste-flaechendichte-kioxia-und-sandisk-lassen-bics10-nand-bemustern.98222/ #Kioxia #Sandisk #BiCS10 #NAND
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Palantir vs. SanDisk: Two Paths to AI Riches, One Winner
Quick Read Both PLTR and SNDK posted blowout quarters, with Palantir’s U.S. commercial revenue surging 133% and SanDisk’s…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #commercialrevenue #NAND #palantir #Sandisk #Technology #top10AIstocks
https://www.newsbeep.com/ca/776303/ -
https://www.europesays.com/ie/565691/ Palantir vs. SanDisk: Two Paths to AI Riches, One Winner #AI #ArtificialIntelligence #ArtificialIntelligence #CommercialRevenue #Éire #IE #Ireland #NAND #palantir #SanDisk #Technology #Top10AIStocks
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Collabora introduces Kraid Rust compiler for Panfrost Mali GPU driver
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AI inference keeps getting pricier, and a lot of that cost is memory. High Bandwidth Flash (HBF) aims to change that: HBM-class speed, up to ~16x the capacity, far less per GB. What it is, how it could cut inference cost, and why it isn't shipping yet. https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall
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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/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall
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AI inference keeps getting pricier, and a lot of that cost is memory. High Bandwidth Flash (HBF) aims to change that: HBM-class speed, up to ~16x the capacity, far less per GB. What it is, how it could cut inference cost, and why it isn't shipping yet.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall -
If you run AI models in production, you've probably noticed how much of the cost traces back to memory.
Every token a model generates is served from fast memory sitting right next to the GPU. That memory — High Bandwidth Memory, or HBM — is scarce, expensive, and effectively sold out for 2026. It's the same crunch that pushed DDR5 prices several times higher this past year. For long-context models and agents, memory is now the single largest cost driver in inference.
High Bandwidth Flash (HBF) is built to attack that. The idea: take the cheap, dense flash from SSDs and rebuild it to keep pace with a GPU — much of HBM's bandwidth, up to 8–16x the capacity, at a fraction of the cost per GB. In one vendor simulation, an HBM+HBF hybrid hit up to 2.69x higher throughput per watt than HBM alone.
The catch: HBF isn't shipping. Samples are due in late 2026, first systems in 2027 — the savings so far live in simulations, not invoices.
New explainer covers what HBF is, how it would cut cost, the alternatives (CXL, processing-in-memory, LPDDR modules), and how seriously to take the claim.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall #tech
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.
https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall #tech
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall
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Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/
#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall
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“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”
#DRAM / #NAND / #economics <https://theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854>
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“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”
#DRAM / #NAND / #economics <https://theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854>
