DRAM prices have doubled in 2026 due to AI-driven capacity shifts, impacting PC builders and major manufacturers worldwide.
The Memory Squeeze: Why Your RAM Bill Doubled
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Industry Insights and Breakthroughs
231 posts
HBM Ate The Fab
High Bandwidth Memory (HBM) now accounts for over 40% of DRAM revenue, leading to a global shortage of standard RAM and impacting GPU availability.
Apple Wants Blacklisted Chinese RAM — And That Tells You How Bad The Squeeze Got
Apple is lobbying US authorities to purchase Chinese-made memory chips from CXMT, raising questions about supply chain and national security amid ongoing shortages.
Apple Wants Blacklisted Chinese RAM — and That Tells You How Bad the Squeeze Got
Apple is lobbying US authorities to buy Chinese-made RAM from CXMT, raising questions about supply security and national security implications amid ongoing chip shortages.
Memory Stopped Being A Commodity
Micron’s new long-term contracts signal a major change in how memory is bought and sold, shifting from spot trading to pre-funded, strategic agreements.
Memory Stopped Being a Commodity
Micron’s new long-term contracts signal a fundamental change in memory markets, with buyers pre-funding capacity and locking in prices through 2030.
Apple Greift Nach China-Speicher. Europa Hat Nicht Einmal Diese Option.
Apple wirbt in Washington um chinesische Speicherchips, während Europa keine eigenen Optionen hat. Die Lage offenbart Europas Abhängigkeit bei Halbleitern.
Apple greift nach China-Speicher. Europa hat nicht einmal diese Option.
Apple plant, Speicherchips vom chinesischen Hersteller CXMT zu beziehen, während Europa keine vergleichbaren Optionen hat. Die Folgen für die Speicher- und Chip-Industrie sind bedeutend.
Cloud’s Hidden Memory Bill
Rising DRAM and server costs are flowing into cloud bills, with GPU and memory-heavy workloads most exposed, Thorsten Meyer AI reports.
VigilSAR: The Object That Isn’t Transmitting
VigilSAR is a SAR-based platform that identifies vessels without transponders, enhancing maritime surveillance in all weather conditions.
