Browsing: DRAM

Technology

Rising DRAM prices boost "forced premiumization" in the smartphone market in India and Africa, as consumers in the sub-$200 segment risk being excluded (David Oks)

By Stacey D. WallsMay 24, 2026

David agree: Rising DRAM prices are leading to “forced premiumization” in the smartphone market in India and Africa, as consumers…

Technology

SK hynix announces that it has started mass production of the 192 GB SOCAMM2, a next-generation low-power LPDDR5X DRAM module designed specifically for Nvidia’s Vera Rubin (The Korea Herald)

By Stacey D. WallsApril 20, 2026

The Korean Herald: SK hynix announces that it has started mass production of the 192 GB SOCAMM2, a next-generation low-power…

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

Micron signs a letter of intent to buy a manufacturing site in Taiwan from Powerchip for $1.8 billion to expand production of DRAM memory chips, scheduled to close in the second quarter of 2026 (Valentine Baldassari/Bloomberg)

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

Letter: Top House Republican Warns Severe DRAM and HBM3E Supply Shortages Could Limit H200 Export Licenses; Nvidia says it "can serve all approved" orders (Maggie Eastland/Bloomberg)

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

Sources: Dell alerts its customers of a 15 to 20% price increase from mid-December in a context of rising DRAM costs; Lenovo says current listings will expire in January 2026 (TrendForce)

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

The AI boom leads to memory and storage shortages which can last a decade; OPENAI Stargate has offers for 900K Wafers Dram per month, or about 40% of world production (Luke James / TOM equipment)

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…

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Denver-based Scotch, which makes AI-powered payment tools for alcohol retailers, raised a $20 million Series A from VMG Partners, following a $10 million seed in 2024 (Mary Ann Azevedo/Crunchbase News)

Internal documents from lawsuits filed by 1,400 school districts show how social media companies targeted children: Meta paid "teen ambassadors"Snap sent alerts during school hours (Jennifer Valentino-DeVries/New York Times)

Google now allows large creators and publishers in the United States to claim and customize dedicated search profiles to aggregate their content from multiple platforms (Jay Peters/The Verge)

Coinbase and Better fund the first Fannie Mae-backed mortgage that uses bitcoin as collateral, with a nationwide rollout planned in the coming months (Yogita Khatri/The Block)

Just 26% of Americans support increased data center construction, the lowest share among 15 major countries, including the United Kingdom, Japan and Canada (Financial Times)

Browsing: DRAM

Rising DRAM prices boost "forced premiumization" in the smartphone market in India and Africa, as consumers in the sub-$200 segment risk being excluded (David Oks)

SK hynix announces that it has started mass production of the 192 GB SOCAMM2, a next-generation low-power LPDDR5X DRAM module designed specifically for Nvidia’s Vera Rubin (The Korea Herald)

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)

Micron signs a letter of intent to buy a manufacturing site in Taiwan from Powerchip for $1.8 billion to expand production of DRAM memory chips, scheduled to close in the second quarter of 2026 (Valentine Baldassari/Bloomberg)

Letter: Top House Republican Warns Severe DRAM and HBM3E Supply Shortages Could Limit H200 Export Licenses; Nvidia says it "can serve all approved" orders (Maggie Eastland/Bloomberg)

Sources: Dell alerts its customers of a 15 to 20% price increase from mid-December in a context of rising DRAM costs; Lenovo says current listings will expire in January 2026 (TrendForce)

The AI boom leads to memory and storage shortages which can last a decade; OPENAI Stargate has offers for 900K Wafers Dram per month, or about 40% of world production (Luke James / TOM equipment)