49+ min ago   (548+ words) As memory semiconductor prices continue to rise from higher-than-expected levels, optimism continues in the stock market. Analysts say that although the rise is slowing as the price level has already risen, the memory industry is still continuing a solid trend…...

3+ hour, 51+ min ago   (571+ words) This report will go through the reasoning behind what’s changed in the capacity equation, demonstrate that often HBM capacity is stranded, and show how this can be a win-win for both labs’ TCO and memory supplier profitability. HBM has been…...

1+ day, 14+ hour ago   (462+ words) HPE's AI orders are piling up faster than suppliers can deliver the DDR5 memory needed to fulfill them Hewlett Packard Enterprise has a problem most companies would love to have: too many customers, not enough parts. The company exited fiscal Q3 2026 with…...

3+ day, 11+ hour ago   (1316+ words) DRAM equipment spending surges 29% to $37 billion and NAND 28% to $14 billion in 2026, making memory the fastest-growing segment of the $135 billion WFE market. HBM demands larger die sizes and multiple stacked memory dies, consuming disproportionately more wafer capacity than conventional DRAM and…...

3+ day, 8+ hour ago   (240+ words) Kepler Computing has emerged from hiding to unveil a new memory technology that could transform the ease the global memory shortage and transform the memory market. The California-based startup has spent seven years developing a new memory technology that offers…...

3+ day, 17+ hour ago   (151+ words) Chart 1: From 2027 onward, AI accelerators move toward memory architecture innovation Chart 2: Inference phase AI accelerator hardware bottlenecks shift from compute to memory Chart 3: PNM, SRAM, and HBF become three main directions for memories in AI accelerators Chart 4: PNM technology is…...

3+ day, 16+ hour ago   (545+ words) 2027 may witness an even more severe crisis than is already expected If you thought the RAM crisis was going to get worse next year, you're very probably right — but apparently we might suffer an even more severe shortage than some…...

4+ day, 3+ hour ago   (637+ words) For 60 years, computing has run on a simple division of labor: memory chips store data, processors crunch it. Companies like Micron Technology build the memory, while companies like Intel, AMD and NVIDIA build the processors. It’s a model that has…...

3+ day, 20+ hour ago   (13+ words) CHOSUNBIZ Chosunbiz...

4+ day, 6+ hour ago   (189+ words) Two embedded M.2 slots hang off the Grace CPU on PCIe 5.0 and hold the operating system in a software RAID 1 mirror. Two more M.2 slots come off the PCIe switch inside the ConnectX-8 SuperNIC and serve as a RAID 0 data volume, with…...