Q3 saw DRAM revenue grow 369%YoY, says Counterpoint Research. Samsung led the market with a 38% market share. SK hynix had stronger Q3,growth – over 40% – for a 29% share. Micron took a 21% share and CXMT 9%. ASPs were the driver of Q3 growth. Although price increases…
ACROFAN USA - The KV (key-value) cache solution integrates Supermicro Petascale storage servers, IBM Storage Scale software, NVIDIA Dynamo inference software, and NVIDIA Spectrum-X Ethernet switches - Performance testing shows that the KV cache solution reduces Time-to-First-Token (TTFT) for long-context windows compared…
The target would be a step up from the share at YMTC’s third factory, which is due to begin operating later this year, where Chinese suppliers account for just over half of equipment purchases. The plan offers a fresh measure…
China's largest flash memory maker wants at least 60% Chinese-made tools in its next Wuhan factory, up from just over half at its third China’s biggest flash memory chipmaker is running a high-stakes experiment in self-reliance. Yangtze Memory Technologies Co, better…
Samsung Electronics and SK Hynix are expanding their high-value NAND flash portfolios to meet growing demand for high-performance, high-capacity enterprise solid-state drives (eSSDs). The proliferation of AI agents and long-context services is increasing the need for key-value (KV) caching, prompting…
AMD sees double-digit PC market drop in 2027 as memory costs bite. AMD Chief Executive Officer Lisa Su has warned that the PC market will shrink by double digits in 2027, as high memory prices push buyers away. “Our planning assumption for…
A patent lawsuit between Japanese electronic components maker Murata and Chinese radio-frequency (RF) front-end chip vendor Maxscend has ensnared some Samsung Electronics Galaxy smartphones and tablets equipped with the disputed filters. The products fall under the scope of a first-instance…
DRAM revenue jumps 369 percent as AI demand keeps supplies tight and prices climbing The big memory manufacturers continue to print money at the expense of long-suffering buyers, with industry DRAM revenue approaching five times its level a year ago. Demand…
Host Keith Shaw and his expert guests discuss the latest technology news and trends happening in the industry. Watch new episodes twice each week or listen to the podcast here. Sam Altman’s RAM Backlash and Big Tech’s Ownership Problem OpenAI…
OpenAI CEO Sam Altman met around 50 senior Samsung Group executives in South Korea on 31 October as demand for memory chips used in artificial intelligence infrastructure continues to put pressure on semiconductor supplies. The meeting took place at Samsung’s Human Resources…
GPU pods, tensor ASICs, high‑bandwidth memory, and interconnects.
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