The setup for #DRAM and #NAND chip hoarding 😆 No seriously, I want to start hacking more #VRAM onto #GPUs and stuff #hacking
#dram
20 posts · Last used 19d
iPhone 18 Pro: Analyst reports only subdued pre-orders
Short delivery times suggest subdued iPhone 18 Pro demand, according to analyst Jeff Pu. However, the data basis is thin – and the iPhone Duo plays a role.
https://www.heise.de/en/news/iPhone-18-Pro-Analyst-reports-only-subdued-pre-orders-11454410.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#Apple #DRAM #iPhone #Kamera #Marktanalyse #Mobiles #TSMC #news
Meta measures 43.7% of its servers as memory-capacity bound. They run out of RAM before they run out of cores, network, or storage.
CXL is the standard meant to fix that, and it is further along than most coverage suggests in one direction and further behind in another. Expansion runs in production today. Pooling works on real hardware.
#CXL #ComputeExpressLink #MemoryPooling #ServerMemory #DataCenter #Interconnect #DRAM #DDR4 #DDR5 #AIInfrastructure #tech
Valve stimmt auf weiter steigende Speicherpreise ein
PC-Selbstbauern stehen voraussichtlich weitere Preiserhöhungen beim Arbeitsspeicher und bei SSDs ins Haus. Ein Valve-Mitarbeiter warnt.
https://www.heise.de/news/Valve-stimmt-auf-weiter-steigende-Speicherpreise-ein-11371184.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#Speicher #DRAM #Hardware #IT #PCKomponenten #SSD #news
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware
The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware #tech
Speicherausgaben: Micron erhöht auf 250 Milliarden US-Dollar
Micron will mit Samsung und SK Hynix Schritt halten. Bis 2035 stehen Investitionen von 250 Milliarden US-Dollar an, nach aktueller Planung.
https://www.heise.de/news/Speicherausgaben-Micron-erhoeht-auf-250-Milliarden-US-Dollar-11361141.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#DRAM #FlashSpeicher #Halbleiterindustrie #IT #Micron #Speicher #Wirtschaft #news
Für 8,2 Milliarden Euro: Micron baut japanische Chipfabrik aus
In Hiroshima modernisiert Micron seine Chipfabrik, die bereits in zwei Jahren die Serienproduktion aufnehmen soll. Ziel: Mehr HBM-DRAM für KI.
https://www.heise.de/news/Fuer-8-2-Milliarden-Euro-Micron-baut-japanische-Chipfabrik-aus-11354204.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#DRAM #Halbleiterindustrie #IT #Micron #Wirtschaft #news
Der BGH verwirft im Fall Mouhamed #Dramé die Revision gegen alle angeklagten Polizisten. Unterstützer*innen sorgen sich nun um die Brüder des Getöteten. Mouhamed Lamine Dramé starb am 8. August 2022 in der Dortmunder Nordstadt nach fünf Schüssen aus einer Maschinenpistole der Polizei. Er hatte im Innenhof einer katholischen Jugendhilfeeinrichtung in einer Nische gelehnt und sich ein Messer an den Bauch gehalten. 👉
Milliardenauftrag: Chinas CXMT vereinbart Lieferung von Speicherchips an Tencent
Kurz vor dem geplanten Mega-Börsengang unterzeichnet der chinesische Chipkonzern CXMT einen Deal mit Tencent und baut seine DRAM-Speicher-Produktion massiv aus.
https://www.heise.de/news/Milliardenauftrag-Chinas-CXMT-vereinbart-Lieferung-von-Speicherchips-an-Tencent-11348508.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#Halbleiterindustrie #DRAM #Wirtschaft #news
Boosted by @trending@homestead.social
Capitalism is a scam.
A New Lawsuit Claims the Memory Crisis Was Manufactured on Purpose
Samsung, SK Hynix, and Micron, which together control about 89% of the global DRAM market, are facing a class action lawsuit accusing them of coordinating production cuts and exiting older memory standards to artificially drive up prices during the ongoing memory crisis.
#dram #technology #ram #gaming #buildAPC #computer #memoryShortage
Why is RAM expensive?
The answer might not be what you expect: https://www.tomshardware.com/tech-industry/samsung-sk-hynix-and-micron-sued-over-alleged-dram-price-fixing-amid-record-memory-costs
DRAM companies have actually been convicted for price fixing before: https://en.wikipedia.org/wiki/DRAM_price_fixing_scandal
And this round has actually announced itself 3 years ago, when DRAM companies were scaling down production despite the predicted spike in demand: https://www.tomshardware.com/news/dram-and-nand-costs-are-increasing-due-to-production-cuts
Just to put a number on the obvious "who benefits from this": Their stocks have gone up by 1200% to 2800%
#DRAM #Memory #AI #DDR5
DRAM contract prices roughly doubled in Q1 2026, and resale values on used server RAM and SSDs followed. If you're holding decommissioned hardware, an accurate price beats a stale quote — and the window near cycle highs won't stay open forever. Here's what surplus gear is worth now:
https://www.buysellram.com/blog/sell-surplus-server-hardware-2026/
#ITAD #ITAssetDisposition #ServerHardware #DataCenter #DRAM #ITRefresh #MemoryMarket #BuySellRam #Recycle #eWaste #GreenTechnology #tech
Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.
https://www.buysellram.com/blog/micron-q3-dram-shortage-sell-server-memory/
#DRAM #ServerMemory #ITAD #DataCenter #MemoryShortage #DDR5 #HBM #Micron #SKHynix #ITAssetDisposition #EnterpriseIT #SemiconductorIndustry
“Memory-maker Micron has found a way to keep #prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” #SCA s that include a #FloorPrice the company says comes with “a very robust #GrossMargin for #Micron, well above our peak quarterly margins in any past cycle.”
#DRAM / #NAND / #economics
PC DRAM Contract Pricing Approaches 100% QoQ Surge
TrendForce’s latest forecast signals a structural price shock across the memory and storage stack. Contract pricing for PC DRAM is projected to exceed 100% QoQ, while conventional DRAM, server DRAM, NAND, and enterprise SSDs are all seeing double-digit to near-triple-digit increases. The key driver is not traditional PC demand—it is the capacity reallocation toward HBM4 and AI infrastructure, which is tightening supply for mainstream memory.
For IT procurement teams, this marks a shift from cyclical pricing to allocation-driven pricing, where long-term supply agreements and OEM demand dictate availability. For organizations holding surplus DDR4/DDR5, server memory, or enterprise SSDs, the current environment represents a rare asset-recovery window as secondary market values track rising contract prices.
https://www.buysellram.com/blog/trendforce-2026-update-pc-dram-prices-to-double-as-hbm4-shipments-begin/
#PCDRAM #DRAM #MemoryMarket #HBM #AIInfrastructure #ServerMemory #DataCenter #ITAssetRecovery #Semiconductor #SupplyChain #Samsung #Micron #SKHynix #technology
Apple erwägt chinesische Speicherchips für iPhones – wohl für China
Apple könnte in künftige iPhones Speicherchips der chinesischen Hersteller CXMT und YMTC einbauen lassen, zunächst wohl für den chinesischen Markt.
https://www.heise.de/news/Apple-erwaegt-chinesische-Speicherchips-fuer-iPhones-wohl-fuer-China-11185131.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon
#Apple #DRAM #FlashSpeicher #IT #news
