The BackDash on MSN
With DRAM prices soaring, could Jeff Bezos’s vision of cloud computing replacing local PCs finally come true?
Community believes as DRAM prices soar Jeff Bezos vision about cloud computing soon replacing local PCs can finally come true ...
Server-class DDR5 RDIMM prices increase more sharply, while PC-focused SODIMM prices follow a gentler upward slope, ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Micron VP says that even with billions of dollars invested, memory shortages won't begin to fade until 2028 at the earliest..
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
A tech analyst claims that HP told the Bank of America that it's considering buying memory chips from China to help alleviate ...
CES 2026 is where DRAM and SSD makers were able to come together, face to face, to discuss the ongoing shortages in memory ...
DRAM super cycle, High-NA EUV ramp, margin gains, and valuation upside. It expects significantly lower China demand in 2026.
The global memory chip shortage is deepening in early 2026, as relentless AI-driven demand strains supply chains and begins to reshape market winners and losers, Oxford Economics warns.
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
Cryptopolitan on MSN
Micron signs $1.8 billion deal to buy Powerchip’s P5 Taiwan fab to boost DRAM output
Micron signed a $1.8 billion letter of intent to buy Powerchip Semiconductor Manufacturing Corp’s P5 fabrication site in ...
The memory shortage caused by AI companies has resulted in HP having to turn to Chinese memory manufacturers as a possible source for supply.
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