Browsing: memory

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

OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more. (David Gewirtz/ZDNET)

By Stacey D. WallsApril 16, 2026

Featured Podcasts Uncapped with Jack Altman: Max Mullen of Instacart Conversations with people I admire about things that really interest…

Technology

Analysts and researchers say Google’s TurboQuant compression algorithm intended to make LLMs more efficient is more likely to increase demand for memory chips than reduce it (Daniel Tudor/Financial Times)

By Stacey D. WallsApril 12, 2026

Featured Podcasts Big Tech Podcast: The dilemma of the Anthropic myth, violence against AI, Tokenmaxxing at Meta The Big Technology…

Technology

South Korean memory chipmakers have sufficient helium stocks until at least June, and a South Korean minister has ruled out any supply disruptions in the first half of 2026 (Reuters)

By Stacey D. WallsMarch 31, 2026

Featured Podcasts Tools and Weapons with Brad Smith: Ryan Roslansky: Turning AI anxiety into skills for the future of work…

Technology

Taiwanese memory chip maker Nanya raised $2.5 billion in private placement from Sandisk, SK Hynix’s Solidigm, Cisco and Kioxia to expand advanced chip production (Reuters)

By Stacey D. WallsMarch 28, 2026

Featured Podcasts Big Tech Podcast: Why OpenAI killed Sora, did Apple just save Siri?, Meta’s big loss The Big Technology…

Technology

Sony Japan is temporarily suspending order fulfillment for almost all of its CFexpress and SD memory card product lines due to SSD memory shortage (Jaron Schneider/PetaPixel)

By Stacey D. WallsMarch 27, 2026

Jaron Schneider / PetaPixel: Sony Japan temporarily suspends order fulfillment for almost all of its CFexpress and SD memory card…

Technology

U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

By Stacey D. WallsMarch 27, 2026

Financial Times: U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline,…

Technology

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

By Stacey D. WallsMarch 14, 2026

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Technology

Anthropic brings Claude’s memory feature to free users, after launching it for paid users in 2025 (Igor Bonifacic/Engadget)

By Stacey D. WallsMarch 3, 2026

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Technology

despite investing more than $150 billion over more than 10 years, China is expected to produce 2% of the world’s AI chips in 2026 and 70 times less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)

By Stacey D. WallsFebruary 14, 2026

Featured Podcasts Big Tech Podcast: Is Something Big Happening?, AI Safety Apocalypse, Anthropic Raises $30 Billion The Big Technology Podcast…

Uyghur human rights activist condemns death sentences in Bangkok attack – Radio Free Asia

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How Chinese manufacturers dominate the humanoid robot supply chain, even as the industry struggles to find a use for them (New York Times)

Hyderabad, India-based Equal AI, which creates an eponymous AI-powered call screening app, has raised a $30 million Series B round led by Prosus Ventures and Tomales Bay Capital (Ivan Mehta/TechCrunch)

Nesto, a Montreal-based mortgage and financial technology startup, raised a CA$302 million Series E at a valuation of CA$1.47 billion to accelerate the rollout of its lending platform (Alex Riehl/BetaKit)

Ted Cruz and Ron Wyden introduce the JAWBONE Act, which would allow Americans to sue federal officials who try to force broadcasters or platforms to censor speech (Jon Brodkin/Ars Technica)

SpaceX raises $75 billion in largest-ever IPO, after selling 555.6 million shares at $135 each, giving it a market value of $1.77 billion (Bailey Lipschultz/Bloomberg)

Browsing: memory

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)

OpenAI updates its Codex desktop app with features like computer control, an in-app browser, image generation, automation memory, plugin support, and more. (David Gewirtz/ZDNET)

Analysts and researchers say Google’s TurboQuant compression algorithm intended to make LLMs more efficient is more likely to increase demand for memory chips than reduce it (Daniel Tudor/Financial Times)

South Korean memory chipmakers have sufficient helium stocks until at least June, and a South Korean minister has ruled out any supply disruptions in the first half of 2026 (Reuters)

Taiwanese memory chip maker Nanya raised $2.5 billion in private placement from Sandisk, SK Hynix’s Solidigm, Cisco and Kioxia to expand advanced chip production (Reuters)

Sony Japan is temporarily suspending order fulfillment for almost all of its CFexpress and SD memory card product lines due to SSD memory shortage (Jaron Schneider/PetaPixel)

U.S. memory chip stocks lost about $100 billion in market value this week, led by Micron’s 15% decline, after Google Research detailed its TurboQuant compression algorithm (Financial Times)

An interview with SemiAnalysis CEO Dylan Patel on logic, memory, and power bottlenecks when scaling AI compute, Nvidia securing TSMC N3 allocation early, and more (Dwarkesh Patel/Dwarkesh Podcast)

Anthropic brings Claude’s memory feature to free users, after launching it for paid users in 2025 (Igor Bonifacic/Engadget)

despite investing more than $150 billion over more than 10 years, China is expected to produce 2% of the world’s AI chips in 2026 and 70 times less memory storage than foreign chipmakers (Meaghan Tobin/New York Times)