The global memory crunch isn't easing — it's tightening further and according to Goldman Sachs this is setting up a pricing environment that could push earnings and margins toward cycle highs for ...
Investing.com -- Apple is facing price increases for LPDDR memory in the first quarter of 2026, according to TF International Securities analyst Ming-Chi Kuo, who confirmed recent reports about memory ...
China’s secondary semiconductor market is seeing a sharp run-up in memory chip prices as global supplies tighten, though vendors say the rally faces an awkward conundrum: the price tags might be ...
Samsung Electronics (SSNLF) and SK hynix (HXSC.F) are looking to raise prices for server memory by up to 70% in the first quarter, while a surging demand in AI impacts global supply, The Korea ...
TL;DR: SK hynix's new 256GB DDR5 RDIMM server memory modules, based on 32Gb DRAM, are officially verified for Intel's Xeon 6 platform, delivering up to 16% better inference performance and 18% ...
Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.
BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...
BEIJING (Reuters) -Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on ...
Smartphone prices are set to rise significantly in 2026 due to the hidden cost of the AI boom. Demand for HBM server memory is causing a severe production shortage of LPDDR5x (smartphone RAM).
Micron plans to stop supplying server chips to data centers in China after the business failed to recover from a 2023 government ban on its products in critical Chinese infrastructure, two people ...
Microsoft has announced the release of SQL Server Management Studio Preview 3, which brings many features, including "initial" support for ARM64. SQL Server Management Studio (SSMS) is the tool of ...