home.social

#nandflash — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #nandflash, aggregated by home.social.

  1. AMD's newest acquisition isn't a chip maker. It's MEXT, whose software makes NAND flash look like DRAM to the operating system, so a server runs on far less expensive memory. An AI engine predicts which data is about to be needed and moves it into DRAM before the app asks. With DRAM prices up sharply in 2026, here's the logic behind the deal...
    buysellram.com/blog/amd-mext-f
    #AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #SSD #ITAD #HBM

  2. AMD just spent money to make memory cheaper, not faster. Its acquisition of MEXT, a small software company, is a bet on a simple idea: most of the DRAM in a server sits idle, and cheap NAND flash can stand in for it if the software is smart enough.

    MEXT's Predictive Memory Engine watches how an application uses memory, predicts which pages are about to be needed, and moves them from flash up to DRAM before the program asks. Hot data stays fast; cold data lives on flash that costs a fraction as much. The application never notices.

    Conventional DRAM contract prices jumped roughly 93-98% in a single quarter as makers shifted capacity to HBM for AI accelerators. When DRAM is this scarce, stretching it with flash stops being a niche trick.

    One caveat: flash being ~50x cheaper per bit doesn't mean a 50x cut to a memory bill. The realistic payoff is closer to half the DRAM cost. Still, the direction is clear, and it changes what aging server memory and SSDs are worth on the way out.

    buysellram.com/blog/amd-mext-f

  3. AMD bought MEXT, a startup whose software makes cheap NAND flash act like DRAM, so a server runs on far less of the expensive stuff. With DRAM contract prices up ~90%+ this year, the logic isn't subtle. How predictive memory tiering actually works? Read more.
    buysellram.com/blog/amd-mext-f
    #AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #ServerHardware #SSD #ITAD #Semiconductors #HBM #technology

  4. AMD bought MEXT, a startup whose software makes cheap NAND flash act like DRAM, so a server runs on far less of the expensive stuff. With DRAM contract prices up ~90%+ this year, the logic isn't subtle. How predictive memory tiering actually works? Read more.
    buysellram.com/blog/amd-mext-f
    #AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #ServerHardware #SSD #ITAD #Semiconductors #HBM #technology

  5. Times of India | India's smartphone market is going ‘premium,’ but not entirely by choice

    AI generated summary, Read the full article for complete information.

    India's smartphone market grew 5.8% in value in Q1 2026 despite a 4.1% drop in shipments, as the average selling price hit a record $302, driven largely by a collapse of phones under $100, which fell 59% year‑on‑year due to soaring DRAM and NAND costs that pushed memory to up to 20% of a low‑end phone’s bill of materials. This forced many budget models out of the market, pushing buyers into the $100‑200 segment, which absorbed the displaced demand and grew 10% to 45% of shipments. While premium bands ($400‑$800) also expanded, the overall “up‑market” narrative is partly a supply‑side effect rather than pure consumer choice. Brands felt the squeeze unevenly: OPPO, Motorola and Samsung held or gained share, whereas low‑cost players such as realme, Poco, iQOO and OnePlus saw steep declines, limited by rising component prices that curtailed aggressive discounting and online flash‑sale tactics. The memory shortage, driven by AI server demand, is expected to persist into 2027, likely keeping smartphone prices elevated across all segments.

    Read more: timesofindia.indiatimes.com/te

    #Oppo #Motorola #Samsung #Apple #realme #Poco #iQOO #OnePlus #DRAM #NANDflash #

  6. 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.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  7. 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.

    buysellram.com/blog/the-other-

    #MLCNAND

  8. 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.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  9. 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.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech

  10. 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.

    buysellram.com/blog/the-other-

    #NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

  11. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  12. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  13. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—and what it means for enterprise buyers.

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #NANDPriceSurge2026 #DRAM #DRAMPriceSurge #technology

  14. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—and what it means for enterprise buyers.

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #NANDPriceSurge2026 #DRAM #DRAMPriceSurge #technology

  15. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  16. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  17. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—and what it means for enterprise buyers.

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #NANDPriceSurge2026 #DRAM #DRAMPriceSurge #technology

  18. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—and what it means for enterprise buyers.

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #NANDPriceSurge2026 #DRAM #DRAMPriceSurge #technology

  19. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  20. AI infrastructure is rewriting the rules of the NAND market.

    Enterprise SSDs are now the top priority for manufacturers as hyperscale AI deployments push storage demand to new highs.

    Prices are surging, supply is tightening, and procurement strategies are changing.

    Here’s why the NAND market is entering a new era—

    buysellram.com/blog/nands-new-

    #AIInfrastructure #EnterpriseSSD #NANDFlash #DataCenter #Semiconductors #StorageMarket #AIHardware #NANDPrice #DRAM #DRAMPriceSurge #technology

  21. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  22. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  23. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  24. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  25. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  26. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  27. Why is a standard business laptop or a mid-range smartphone more expensive in 2026?

    The answer is not inflation. It is wafers.

    In today’s semiconductor market, every DDR5 module, HBM stack, LPDDR chip, and enterprise SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    This article breaks down the full memory hierarchy—DDR4, DDR5, LPDDR, GDDR, HBM, and NAND—and explains the “Silicon Zero-Sum Game” driving record price increases across the entire IT ecosystem.

    If you manage hardware budgets, data centers, or surplus IT assets, this is essential reading for understanding the 2026 memory super-cycle.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenters #AIHardware #SupplyChain #TechEconomy #HBM
    #DDR5 #LPDDR5X #NVMe #EnterpriseSSD #WaferCapacity #ITAssetManagement #ITAD #tech

  28. Why is a standard business laptop or a mid-range smartphone more expensive in 2026?

    The answer is not inflation. It is wafers.

    In today’s semiconductor market, every DDR5 module, HBM stack, LPDDR chip, and enterprise SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    This article breaks down the full memory hierarchy—DDR4, DDR5, LPDDR, GDDR, HBM, and NAND—and explains the “Silicon Zero-Sum Game” driving record price increases across the entire IT ecosystem.

    If you manage hardware budgets, data centers, or surplus IT assets, this is essential reading for understanding the 2026 memory super-cycle.

    buysellram.com/blog/the-2026-g


  29. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  30. Why Laptops and Smartphones Are Getting More Expensive?

    The answer is not inflation. It is wafers.

    In today’s market, every DDR5 module, HBM stack, LPDDR chip, and SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.

    buysellram.com/blog/the-2026-g

    #MemoryPricing #DRAM #NANDFlash #SSD #DataCenter #SupplyChain #Tech #HBM #DDR5 #LPDDR5X #NVMe #WaferCapacity

  31. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  32. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  33. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  34. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  35. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  36. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  37. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  38. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    As generative AI, RAG, and agent-based systems move into production, storage demand is rising in both scale and performance. NAND Flash is no longer a commodity component but a strategic infrastructure asset. With supply constraints persisting and suppliers retaining pricing power, elevated NAND and SSD prices are likely to continue through 2027, affecting enterprise budgets, consumer device pricing, and increasing the value of secondary storage markets.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #tech

  39. Blame AI! Samsung’s reported 100% QoQ increase in NAND Flash contract prices in Q1 2026 confirms a structural shift in the memory market. After sustained DRAM price increases driven by AI data center demand, NAND is now entering the same AI-led pricing cycle.

    buysellram.com/blog/amsung-nan

    #NANDFlash #SSD #Samsung #MemoryMarket #AIInfrastructure #DataCenter #EnterpriseIT #Semiconductors #AIHardware #DRAM #DataStorage #Tech

  40. ENG: Corporate overlords want us to feed Ai, not just by storing everything in their mega servers and data centers ( euphemistically called "the cloud"), but now by making it really expensive not to create content right there. Watch the vid, boost and please: do not feed the corporate monster...

    ESP: Los amos corporativos quieren que alimentemos a Ai, no sólo almacenando todo en sus megaservidores y data centers (eufemísticamente llamados "la nube"), sino disparando el costo de crear contenido fuera de ellos. Mira el vídeo, compartelo y, por favor, no alimentes al monstruo corporativo...

    #CorporateCorruption #USA #corporategreed #greedybastards
    #maga_fascism #CorpLife #nvidia
    #nand #authoritarianism #antifa
    #surveillanceAdvertising
    #surveillancecapitalism
    #surveillancestate #ramshortage
    #nandflash #nvidiacorporation
    #noAI #aibubble

  41. Apple verhindert Speicher-Upgrades beim iPhone Air durch neue Maßnahmen
    Apple erschwert das Modifizieren und Aufrüsten des Speichers beim neuen iPhone Air spürbar. Nutzer:innen stoßen bei DIY-Upgrade-Versuchen auf erhebliche Hürden und Fehlermeldungen.

    Apple reagiert a
    apfeltalk.de/magazin/news/appl
    #iPhone #News #Apple #Fehlermeldung #iOS #IPhoneAir #Modding #NANDFlash #Seriennummer #Speicher #Upgrade