Browsing: DRAM

Technology

Global DRAM supply is expected to meet only 60% of demand through 2027; memory will reach around 40% of low-end smartphone manufacturing costs by mid-2026, up from 20% currently (Nikkei Asia)

By Stacey D. WallsApril 18, 2026

Featured Podcasts Big Tech Podcast: Jensen on the ropes, Sam Altman conflicts, Allbirds GPU pivot The Big Technology Podcast takes…

Technology

By Stacey D. WallsJanuary 17, 2026

Featured Podcasts Big Tech Podcast: Are Google’s Geminis winning?, Drama of thinking machines, The potential of Claude Cowork The Big…

Technology

By Stacey D. WallsJanuary 15, 2026

Maggie Eastland / Bloomberg: Letter: Top House Republican Warns Severe DRAM and HBM3E Supply Shortages Could Limit H200 Export Licenses;…

Technology

By Stacey D. WallsDecember 5, 2025

Trend Strength: Sources: Dell alerts its customers of a 15 to 20% price increase from mid-December in a context of…

Technology

By Stacey D. WallsOctober 5, 2025

Luke James / Tom material:: The AI boom leads to memory and storage shortages which can last a decade; OPENAI…