HBM Prices Surge: 2027 Forecast
TrendForce predicts major HBM price hikes for 2027 as demand outstrips supply, impacting AI infrastructure costs globall…
🏷️ DRAM
11 articles about 'DRAM'
DRAM Revenue Surges 81% in Q1 as AI Shifts to Inference
Q1 2026 DRAM revenue hits $97B, driven by a 93-98% price jump. The market pivots from HBM-focused training to general se…
Silicon Motion CEO: Memory Shortage to Last Until 2028
AI demand locks up DRAM and NAND capacity, causing shortages and price hikes through 2028.
Memory Is Ruining Everything: AI's Hidden Cost
Soaring memory chip prices driven by AI demand are cascading across industries, threatening consumer electronics, automo…
IDC: Global DRAM Revenue to Surge 177% in 2026
IDC forecasts explosive memory semiconductor growth, with DRAM hitting $418.6B and NAND reaching $174.1B in 2026, driven…
DRAM Drought Set to Constrain AMD Chips in 2025
A looming DRAM shortage threatens AMD's chip supply throughout 2025, though rising commercial PC demand may soften the b…
Samsung Surges in AI Era as Memory Becomes Gold
Samsung Electronics posts record Q1 2026 results as AI-driven demand for HBM, DRAM, and enterprise SSDs transforms the c…
Memory Giants Bet Big on MRDIMM Technology
Samsung, SK Hynix, and Micron race to finalize MRDIMM, a next-gen server DRAM standard poised to reshape AI infrastructu…
Apple Cuts Mac Studio, Mac Mini RAM Options
Apple reduces available memory configurations for Mac Studio and Mac Mini as global memory chip shortages driven by AI d…
Micron CEO Says AI Still in 'Early Stages' as Memory Supply Tightens
Micron posts record Q2 results as CEO warns DRAM and NAND supply cannot keep pace with surging AI demand, predicting AI …
Micron CEO: AI Still in 'Early Stages,' Memory Supply Tight
Micron's CEO says AI demand is just beginning as the company posts record revenue, while DRAM and NAND supply constraint…
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