As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the "equivalent wafer usage" of high-speed memory like HBM and GDDR7, th...

While memory crunch intensified, the wave is not only blowing to consumer products like smartphones and PCs, but even the biggest tech giant is feeling the pinch. Tom’s Hardware, citing leaker Golden Pig Upgrade, reports that NVIDIA has stopped bundling VRAM with the GPUs it sells to AIBs, leaving...

At the SK AI Summit 2025, SK hynix revealed a bold roadmap outlining its memory plans beyond 2029. According to Wccftech, the roadmap spans two phases: one for 2026 to 2028, and another for 2029 to 2031. Across both periods, the company plans to roll out a full lineup of HBM, DRAM, and NAND products...

Amid geopolitical pressures causing H20 shipment uncertainties, NVIDIA is reportedly developing more China-focused chips and has asked Samsung to double its GDDR7 order, prompting the South Korean memory giant to boost production, according to etnews. The report indicates that the additional GDDR...

Following the latest export curbs on NVIDIA’s H20, the U.S. chip giant is said to be developing a downgraded version of the chip to be sold in China. As the revamped chip is expected to have significant cuts, particularly in memory capacity, a New Daily report hints that NVIDIA might replace HBM...