#nand — Public Fediverse posts

🆕Rynek smartfonów w kryzysie! Tak źle nie było od 13 lat
➡️https://rootblog.pl/rynek-smartfonow-przezywa-najtrudniejszy-okres/

#ai #apple #Counterpoint #huawei #NAND #Omdia #OPPO #samsung #vivo #Xiaomi

🆕Rynek smartfonów w kryzysie! Tak źle nie było od 13 lat
➡️https://rootblog.pl/rynek-smartfonow-przezywa-najtrudniejszy-okres/

#ai #apple #Counterpoint #huawei #NAND #Omdia #OPPO #samsung #vivo #Xiaomi

🆕Rynek smartfonów w kryzysie! Tak źle nie było od 13 lat
➡️https://rootblog.pl/rynek-smartfonow-przezywa-najtrudniejszy-okres/

#ai #apple #Counterpoint #huawei #NAND #Omdia #OPPO #samsung #vivo #Xiaomi

🆕Rynek smartfonów w kryzysie! Tak źle nie było od 13 lat
➡️https://rootblog.pl/rynek-smartfonow-przezywa-najtrudniejszy-okres/

#ai #apple #Counterpoint #huawei #NAND #Omdia #OPPO #samsung #vivo #Xiaomi

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

TNL國際編譯 2026-07-15 15:49:00 CST

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

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/

Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.

#tech #technology #nand #ssds #aidatacenters

https://techshowup.com/News/Article/019f4ac9-f9d3-7d50-99f7-003a33494471/bics10-332-layer-nand-points-to-faster-denser-ssds-for-ai-da

Kioxia and Sandisk are sampling BiCS10 332-layer TLC NAND, aiming for denser, faster, lower-power SSDs in AI data centers.

#tech #technology #nand #ssds #aidatacenters

https://techshowup.com/News/Article/019f4ac9-f9d3-7d50-99f7-003a33494471/bics10-332-layer-nand-points-to-faster-denser-ssds-for-ai-da

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Collabora introduces Kraid Rust compiler for Panfrost Mali GPU driver

https://fed.brid.gy/r/https://linuxgizmos.com/collabora-introduces-kraid-rust-compiler-for-panfrost-mali-gpu-driver/

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

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

https://www.buysellram.com/blog/high-bandwidth-flash-ai-inference-cost/

#HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall

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

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

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

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

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

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

“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>

“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>

Apple has substantially raised prices across multiple product lines in response to shortages of memory and storage. This has driven sharp increases in wholesale costs for DRAM and NAND memory - the so‑called “RAMpocalypse”.

https://www.computing.co.uk/news/2026/chips-components/rampocalypse-hits-apple-macs-and-ipads-jump-in-price?utm_source=mastodon_org&utm_medium=post&utm_campaign=June_Apple

#technews #apple #mac #ipad #dram #nand #rampocalypse

Apple has substantially raised prices across multiple product lines in response to shortages of memory and storage. This has driven sharp increases in wholesale costs for DRAM and NAND memory - the so‑called “RAMpocalypse”.

https://www.computing.co.uk/news/2026/chips-components/rampocalypse-hits-apple-macs-and-ipads-jump-in-price?utm_source=mastodon_org&utm_medium=post&utm_campaign=June_Apple

#technews #apple #mac #ipad #dram #nand #rampocalypse

https://www.europesays.com/ch-fr/190379/ Les analystes préviennent que les prix de la PS6 et de la Xbox de nouvelle génération pourraient dépasser ceux des Steam Machines #composants #Consoles #DRAM #Helix #IA #InformationsSurDesOrdinateursPortatifs #JeuxVidéo #matériel #Mémoire #microsoft #NAND #Nintendo #nouvelles #Playstation #prix #PS6 #Puces #rapport #revues #Science #ScienceAndTechnology #Sciences #SciencesEtTechnologies #Steam #stockage #subventionné #Suisse #Technologies #Technology #test #Valve #Xbox

https://www.tkhunt.com/2403629/ ​【緊急】SpaceX キオクシア フジクラ 日経平均が暴落した理由。AIバブル崩壊？2億円ガチ投資の状況がヤバイ…. #285A #5803 #AIバブル #investment #NAND #NISA #SpaceX #SPCX #キオクシア #キオクシア株価 #スペースX #テクニカル分析 #なぜ下がった #ビットコイン #ファンダメンタルズ #フジクラ #フジマナ #ポートフォリオ #仮想通貨 #会社四季報 #個人投資家 #半導体株 #半導体銘柄 #投資信託 #投資状況 #損切り #損益公開 #日本株 #日経平均 #日経平均株価 #暴落の真相 #最新 #最新の株価 #最新情報 #株価急落 #株価暴落 #株式投資 #理由 #空売り #米国株 #買い増し #資産公開 #運用実績

https://www.tkhunt.com/2403629/ ​【緊急】SpaceX キオクシア フジクラ 日経平均が暴落した理由。AIバブル崩壊？2億円ガチ投資の状況がヤバイ…. #285A #5803 #AIバブル #investment #NAND #NISA #SpaceX #SPCX #キオクシア #キオクシア株価 #スペースX #テクニカル分析 #なぜ下がった #ビットコイン #ファンダメンタルズ #フジクラ #フジマナ #ポートフォリオ #仮想通貨 #会社四季報 #個人投資家 #半導体株 #半導体銘柄 #投資信託 #投資状況 #損切り #損益公開 #日本株 #日経平均 #日経平均株価 #暴落の真相 #最新 #最新の株価 #最新情報 #株価急落 #株価暴落 #株式投資 #理由 #空売り #米国株 #買い増し #資産公開 #運用実績

https://www.tkhunt.com/2403629/ ​【緊急】SpaceX キオクシア フジクラ 日経平均が暴落した理由。AIバブル崩壊？2億円ガチ投資の状況がヤバイ…. #285A #5803 #AIバブル #investment #NAND #NISA #SpaceX #SPCX #キオクシア #キオクシア株価 #スペースX #テクニカル分析 #なぜ下がった #ビットコイン #ファンダメンタルズ #フジクラ #フジマナ #ポートフォリオ #仮想通貨 #会社四季報 #個人投資家 #半導体株 #半導体銘柄 #投資信託 #投資状況 #損切り #損益公開 #日本株 #日経平均 #日経平均株価 #暴落の真相 #最新 #最新の株価 #最新情報 #株価急落 #株価暴落 #株式投資 #理由 #空売り #米国株 #買い増し #資産公開 #運用実績

TNL國際編譯 2026-06-20 19:42:00 CST

https://www.europesays.com/people/122097/ Apple’s Tim Cook Says Price Hikes Inevitable as Memory Costs Soar #AIBoom #apple #DRAM #IPhone18 #MemoryChipPrices #NAND #PriceIncrease #SamsungElectronics #TimCook