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Chinese memory brands are shifting away from Samsung and Micron, opting for domestic silicon from CXMT and YMTC. Companies like Corsair, HP, and Dell are already integrating these China-produced DDR5 chips into their products.
An SSD company has just agreed to an almost $2 billion multi-year NAND deal, which is a sign it expects the memory…
SSD manufacturer Biwin has entered into a two-year, $1.86 billion deal for NAND flash memory, securing supply through June 2026. This significant commitment, representing over half of Biwin's annual revenue, indicates the company's expectation that the ongoing memory crisis will persist. Major memory manufacturers like Micron, Samsung, and SK hynix are working to increase production, though they are cautious about over-ramping due to potential demand drops.
'The thing that gives me hope is there is an enormous amount of capacity being built' - AMD's head of Ryzen and Radeon is pinning hopes of an end to the memory crisis on a supply ramp into 2028
AMD's David McAfee expressed hope that the memory crisis, exacerbated by AI demand, could ease by 2028 as manufacturers ramp up DDR5 production. While acknowledging the significant capacity being built, McAfee noted that the unprecedented demand from AI and server refreshes makes it uncertain if supply will meet future needs. Other industry figures and companies like Samsung and SK hynix are also investing in new facilities, though they cautiously manage risks of oversupply.
NAND flash makers earned a record $46 billion in revenues over the first quarter of 2026, a shocking 3.5 times more than…
NAND flash makers achieved record revenues of $46 billion in Q1 2026, driven primarily by the demand for enterprise-grade SSDs in AI data centers. This surge in demand has led to significantly higher prices for gaming SSDs and other storage devices, with projections indicating continued price increases due to limited production capacity.
Intel targets India for a new $3.3 billion factory that will make the base substrates for its next generation of chips
Intel plans to invest $3.3 billion in partnership with 3D Glass Solutions, Inc. to build a semiconductor substrate manufacturing facility in Odisha, India. The plant, expected to take six years to complete, will produce high-density interconnect and advanced packaging glass core substrates. This initiative is part of India's 'Make in India' program aimed at boosting domestic manufacturing.
This supply chain Sankey diagram for an Nvidia AI megachip is a handy guide to understanding just how easy it is to ruin…
A Sankey diagram from Veridion illustrates the complex supply chain for Nvidia's H200 AI megachip, highlighting components also relevant to common graphics cards from manufacturers like TSMC, Samsung, SK hynix, and Micron. The article discusses how disruptions or price increases from key suppliers can significantly impact the cost and availability of PC gaming hardware.
Team Group CEO warns that DRAM and SSD prices will still rise: 'If you need memory, we recommend purchasing it as…
Team Group CEO Gerry Chen warns that prices for DRAM and SSDs are likely to continue rising due to high AI server demand, which accounts for 40-50% of the memory market. He predicts supply shortages will persist until 2028 and advises consumers to purchase memory components sooner rather than later, as PC component prices may follow server market increases.
Two memory manufacturers join Samsung in the $1 trillion market cap club, global DRAM revenue is nearing $100,000,000,000, and I'm here with my head in my hands
Global DRAM revenue is approaching $100 billion, with Samsung, SK hynix, and Micron all achieving market capitalizations of $1 trillion. While Samsung maintains the largest market share, ChangXin Memory Technologies is showing significant growth. Despite strong performance for manufacturers, rising prices are a concern for consumers and PC gamers.
While I can barely find two sticks of 16 GB to rub together, Micron unveils a 256 GB memory module destined for AI…
Micron has unveiled a new 256 GB DDR5 server memory module built with their 1-gamma technology, capable of speeds up to 9,200 MT/s. This module is designed for AI data centers, offering increased efficiency and reduced power consumption compared to existing solutions. The company highlights advanced packaging techniques and 3D stacking for performance gains.
If you're wondering where all the storage is going, it's landed in this 245 TB data center SSD from Micron
Micron has released the 6600 ION SSD, a 245 TB solid-state drive designed for data centers to support AI, cloud, and enterprise workloads. This drive offers significantly higher storage capacity and requires fewer racks compared to traditional HDD deployments, potentially reducing power and floor space requirements. The article also touches on the current memory crisis driven by AI data centers consuming vast amounts of storage modules.
'Regardless of the type of offer, available capacity is essentially zero right now': SK hynix is reportedly being swamped with 'unprecedented' offers to secure memory chips
SK hynix is reportedly overwhelmed with offers to secure memory chips due to an ongoing global shortage, with available capacity essentially at zero. Companies are proposing financing equipment and providing advanced machinery to secure contracts, but SK hynix is cautious about long-term deals that could lead to selling memory at a lower price. Other major players like Samsung and Micron are also reportedly in talks for multi-year contracts, while companies like Maingear and Phison express concerns about the crisis potentially leading to bankruptcies.
"It's a totally crazy market" – The seismic impact of the AI boom on video game hardware
The surge in demand for AI data centers has caused a significant shortage and price increase for consumer hardware components like RAM and GPUs. This impacts gaming hardware manufacturers such as Nintendo, Valve, and Sony, leading to higher prices for consoles like the PlayStation 5 and potentially delaying new hardware launches like the Steam Machine. The increased costs also affect game development studios by raising the price of essential development hardware.
'This is the first time where I'm seeing no light at the end of the tunnel': How the memory crisis is…
The PC gaming industry is facing a severe memory crisis, with RAM prices quadrupling due to high demand from AI development. Companies like PowerGPU and Maingear are struggling with increased costs and reduced sales, with some executives seeing no end in sight for the next two years. This crisis is impacting entry-level PC price points and forcing some builders to consider alternative solutions like console gaming.
MediaTek is 'cautiously optimistic' that discrete memory pricing will look less gloomy during 2026
MediaTek is cautiously optimistic that discrete memory pricing will improve in the second half of 2026, despite current challenges driven by AI demand. The semiconductor company, which saw significant revenue growth in 2025, acknowledges pricing difficulties but expects a slowdown in consumer price increases later in the year. While capacity agreements are in place, future supply constraints from manufacturers like TSMC remain a concern.
China's YMTC is reportedly aiming to more than double its wafer production, which could eventually help put cheap…
China's Yangtze Memory Technologies (YMTC) is reportedly planning to significantly increase its wafer production by building two new foundries. This expansion aims to more than double its output, potentially making it a major global producer of NAND flash memory chips used in SSDs. The move is also seen as China's effort to reduce reliance on US chip manufacturers amidst export restrictions.
RAM spot prices are down by 5%, though they did spike by well over 2000% this past year
Spot prices for RAM have recently decreased by approximately 5%, following a significant spike of over 2000% in the past year, largely driven by the AI industry's demand. Despite this minor drop, consumer prices are unlikely to fall substantially soon, with projections suggesting affordable RAM might not be available until 2028. Some industry leaders express concern about potential bankruptcies and the future of personal computing due to the ongoing memory crisis.
Dell's CEO reckons that the total memory demand from the entire AI market in 2028 will be 625x bigger than it was…
Dell's CEO Michael Dell predicts that the total memory demand for the AI market will increase by approximately 625 times by 2028. This surge is driven by expanding memory per accelerator and system scale in AI infrastructure. The article highlights that current memory manufacturers like SK hynix, Samsung, and Micron may struggle to meet this future demand, potentially impacting the availability and cost of components like HBM4, LPDDR5x, and NAND flash storage.
Teamgroup MP44Q 2 TB NVMe SSD review
The Teamgroup MP44Q 2 TB NVMe SSD offers average performance across most metrics, with notable weaknesses in 4K performance and pricing. While it boasts an impressive endurance rating and efficient operation, it is overshadowed by competitors that offer better performance for a similar or lower cost.
Gaming GPU Memory Tech Powers Micron’s Cheaper AI Hardware Push
Micron is developing a new AI hardware strategy by stacking up to four layers of GDDR memory modules, typically used in gaming GPUs, to significantly reduce costs. This approach aims to make AI hardware more affordable, with testing planned for this year and early samples potentially available in 2027. While this could benefit AI adoption, it may also impact the availability and pricing of gaming hardware due to increased demand for GDDR memory.
RAM prices are technically dropping, but AI data centers will still keep them very high
Despite recent AI algorithm updates and market fluctuations, consumer RAM prices are not significantly dropping. Manufacturers are prioritizing business-to-business sales for AI data centers, which are experiencing surging demand and higher profit margins, leaving the consumer market as an afterthought.
