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ALEXBSR @alexbsr · 2026-07-16 · 01:50 UTC

Memory earnings season opened with numbers that would have been typos three years ago: $61 billion in quarterly operating profit at Samsung, $41.5 billion in revenue at Micron against $9.3 billion a year earlier. Q3 contract talks point to DRAM rising another 13–30%, NAND 10–40%.

The more interesting shift is the forecast horizon. On the day of its $26.5 billion Nasdaq debut — the largest ever US listing by a foreign company — SK hynix called 2027 the worst supply year in the industry's history and said demand will outrun capacity beyond 2030. Customers reportedly asked for five to six times as much supply; some offered to buy the fab equipment outright. Meanwhile, wafer allocation keeps tilting toward HBM, leaving standard DDR4/DDR5 undersupplied and pushing buyers into the secondary market.

The full Q3 market update, including the case for skepticism about that 2030 forecast:

https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/

#DRAM #MemoryPrices #MemoryShortage #DDR5 #DDR4 #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #HBM #EnterpriseIT #ITAD

#dram #memoryprices #memoryshortage #ddr5 #ddr4 #semiconductors

ALEXBSR @[email protected] · 2026-07-16 · 01:48 UTC

SK hynix's parent group says it may offer "Memory as a Service" — RAM capacity sold like a cloud subscription rather than a chip in a box. The idea is early, but the hardware underneath it is not.

This explainer walks through the full stack: why memory gets stranded inside servers, how CXL adds the cache coherency that PCIe never had, what memory appliances and CXL 3.0 switches actually do, and why tiering keeps local DRAM first. It also draws a line many articles blur — memory expansion (which Meta already runs across millions of servers, reusing retired DDR4) versus rack-level pooling, which is only now reaching real silicon.

The business angle matters too: subscriptions would smooth the boom-and-bust cycle memory makers have never escaped. And for everyone else, the takeaway is simpler — memory is becoming an asset with value independent of the server it shipped in.

https://www.buysellram.com/blog/memory-as-a-service-cxl/
#MemoryAsAService #CXL #DRAM #DataCenter #AIInfrastructure #SKhynix #MemoryPooling #DDR4 #ServerHardware #Semiconductors #AIHardware #ITAD #technology

#memoryasaservice #cxl #dram #datacenter #aiinfrastructure #skhynix

ALEXBSR @alexbsr · 2026-07-16 · 01:48 UTC

SK hynix's parent group says it may offer "Memory as a Service" — RAM capacity sold like a cloud subscription rather than a chip in a box. The idea is early, but the hardware underneath it is not.

This explainer walks through the full stack: why memory gets stranded inside servers, how CXL adds the cache coherency that PCIe never had, what memory appliances and CXL 3.0 switches actually do, and why tiering keeps local DRAM first. It also draws a line many articles blur — memory expansion (which Meta already runs across millions of servers, reusing retired DDR4) versus rack-level pooling, which is only now reaching real silicon.

The business angle matters too: subscriptions would smooth the boom-and-bust cycle memory makers have never escaped. And for everyone else, the takeaway is simpler — memory is becoming an asset with value independent of the server it shipped in.

https://www.buysellram.com/blog/memory-as-a-service-cxl/
#MemoryAsAService #CXL #DRAM #DataCenter #AIInfrastructure #SKhynix #MemoryPooling #DDR4 #ServerHardware #Semiconductors #AIHardware #ITAD #technology

#memoryasaservice #cxl #dram #datacenter #aiinfrastructure #skhynix

BuySellRam.com @[email protected] · 2026-07-16 · 01:45 UTC

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

#dram #memoryprices #memoryshortage #semiconductors #aiinfrastructure #datacenter

BuySellRam.com @[email protected] · 2026-07-16 · 01:45 UTC

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

#dram #memoryprices #memoryshortage #semiconductors #aiinfrastructure #datacenter

BuySellRam.com @[email protected] · 2026-06-28 · 05:32 UTC

DRAM contract prices roughly doubled in Q1 2026, and resale values on used server RAM and SSDs followed. If you're holding decommissioned hardware, an accurate price beats a stale quote — and the window near cycle highs won't stay open forever. Here's what surplus gear is worth now:

https://www.buysellram.com/blog/sell-surplus-server-hardware-2026/

#ITAD #ITAssetDisposition #ServerHardware #DataCenter #DRAM #ITRefresh #MemoryMarket #BuySellRam #Recycle #eWaste #GreenTechnology

#itad #itassetdisposition #serverhardware #datacenter #dram #itrefresh

ALEXBSR @alexbsr · 2026-06-17 · 13:47 UTC

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.

https://www.buysellram.com/blog/amd-mext-flash-as-dram/
#AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #ServerHardware #SSD #ITAD #Semiconductors #HBM #tech

#amd #mext #dram #nandflash #memorytiering #aiinfrastructure

BuySellRam.com @[email protected] · 2026-06-17 · 13:43 UTC

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.
https://www.buysellram.com/blog/amd-mext-flash-as-dram/
#AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #ServerHardware #SSD #ITAD #Semiconductors #HBM #technology

#amd #mext #dram #nandflash #memorytiering #aiinfrastructure

BuySellRam.com @[email protected] · 2026-06-17 · 13:43 UTC

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.
https://www.buysellram.com/blog/amd-mext-flash-as-dram/
#AMD #MEXT #DRAM #NANDFlash #MemoryTiering #AIInfrastructure #DataCenter #ServerHardware #SSD #ITAD #Semiconductors #HBM #technology

#amd #mext #dram #nandflash #memorytiering #aiinfrastructure

BuySellRam.com @[email protected] · 2026-06-06 · 04:41 UTC

At Computex 2026, NVIDIA's RTX Spark put a 20-core Arm Grace CPU and a Blackwell GPU inside mainstream Windows laptops from Dell, HP, Lenovo, Asus, MSI and Microsoft. The same week, Arm's first-ever data-center processor — the AGI CPU, with 136 Neoverse cores — headed into mass production, with Meta, OpenAI and Oracle Cloud already on board.
But here's the part most coverage skips: Arm vs. x86 isn't a "who's better" contest. Architecture doesn't decide performance — the software ecosystem and the workload do. x86 isn't going anywhere soon; it still anchors the enterprise.
What is changing is the mix. As hyperscalers shift new AI capacity to Arm, recent-generation x86 servers get parted out — flooding the secondary market with enterprise RAM, SSDs, CPUs and GPUs.

https://www.buysellram.com/blog/from-rtx-spark-to-agi-cpu-arms-two-front-challenge-to-x86/

#Arm #x86 #DataCenter #RTXSpark #NVIDIA #CPU #ITAD #ServerHardware #AGICPU #WindowsOnArm #AIInfrastructure #ITAssetDisposition #technology