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AI funding uncertainties are shaking up memory producers. Will we finally be able to afford RAM again?
Uncertainties in AI funding, particularly concerning OpenAI's financial stability and its impact on memory procurement, are beginning to affect RAM prices. Major manufacturers like Micron and SK Hynix have seen stock value drops, leading to a decline in RAM prices in some markets. This trend offers hope for consumers and potentially future console launches like the PlayStation 6 and new Xbox.
The RAM crisis is Apple's best chance in decades to capture the PC market
The global RAM crisis presents Apple with a unique opportunity to significantly increase its market share in the PC sector. While competitors face rising component costs and production challenges, Apple's integrated hardware and software, along with its strong profit margins, allow it to potentially offer competitive pricing and performance with its MacBook Neo. This situation could shift the balance of power away from Windows-based manufacturers.
Elon Musk announces Terafab project he claims will be the 'largest chip manufacturing facility ever'
Elon Musk announced the Terafab project, a joint venture between Tesla, SpaceX, and xAI, aiming to build the largest chip manufacturing facility ever. The project, estimated to cost at least $20 billion, will produce a terawatt of computing power annually to meet the companies' growing chip demands for terrestrial applications like Full Self-Driving and Optimus robots, as well as high-powered chips for space.
The memory crisis certainly isn't ending soon, as Micron confirm 'demand significantly in excess of our available supply for the foreseeable future'
Micron Technology has reported record revenue and profits but is facing a significant memory supply shortage, with demand far exceeding available supply for the foreseeable future. CEO Sanjay Merhotra stated that AI growth is a major driver of this demand, and while the company plans to increase output, it will take years for supply to meet AI needs. Micron also aims to maintain a diversified market mix including PCs, smartphones, and automotive sectors.
Morning Tech Bits
Developers from Capcom and Ubisoft expressed surprise at the announcement of DLSS 5, stating they learned about it concurrently with the public. Separately, Micron predicts that driverless cars and humanoid robots will be more significant than PCs or LLMs in the future.
Forget about PCs or LLMs, Micron says driverless cars and humanoid bots will soon be gobbling up 300 GB of RAM per…
Micron CEO Sanjay Mehrotra predicts that driverless cars and humanoid robots will soon require hundreds of gigabytes of RAM each, driven by AI advancements. This demand is expected to strain the supply of DRAM and NAND memory chips, with industry bit demand in 2026 potentially constrained by supply despite overall market growth.
DRAM Price Fixing Cartel Exposed: How Memory Makers Are Scamming PC Gamers
An investigation reveals that major DRAM manufacturers Samsung, SK Hynix, and Micron have engaged in price-fixing and market manipulation, artificially inflating RAM costs for PC gamers. This coordinated action creates artificial scarcity, leading to significantly higher prices for components like DDR4 and DDR5 memory, impacting the affordability of gaming PCs.
US Supreme Court strike down majority of Trump's tariffs, so hopefully that's one less hardware buying headache to worry about
The US Supreme Court has struck down the majority of tariffs imposed by President Trump, potentially easing hardware costs for consumers. This ruling could alleviate issues faced by PC hardware companies and impact products like the Nintendo Switch 2 and Steam Deck. The article also briefly touches on the ongoing RAM shortage exacerbated by AI companies.
The best SSDs for the Steam Deck
This guide reviews and recommends the best M.2 2230 SSDs for the Steam Deck, evaluating performance, thermals, and value. It highlights top picks like the Corsair MP600 Mini for overall performance and the Crucial P310 for exceptional value, while also discussing compatibility and installation.
Why Do Game Console Prices Keep Going Up?
The ongoing global chip shortage, exacerbated by the massive demand for AI data centers, is driving up prices for gaming consoles and PC components. This situation is leading to longer console generations, potential consolidation in the PC building market, and a shift towards cloud gaming as a more accessible option for consumers. While the shortage presents challenges, it could also lead to developers focusing more on optimizing games for existing hardware, potentially resulting in better-designed and more accessible gaming experiences in the long run.
