In China’s spot market, vendors are quoting prices that put a box of 100 high-capacity DDR5 server memory modules at roughly ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Memory manufacturers are tightening the screws further. AMD could bring back discontinued AM4 processors for relief.
Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.
Nvidia decided to redesign its AI servers around smartphone-style memory chips, which has sparked disruption across the semiconductor industry. Counterpoint research has revealed that the shift could ...
Driven by the explosive demand for artificial intelligence, server memory could double in price by late 2026. The disruption originates from two prime sources: a recent shortage of DDR4/DDR5 legacy ...
Driven by the AI boom, global computer memory prices have entered a record growth cycle, with DRAM increases outpacing gold ...
AI-driven memory and storage shortages may push DRAM up 50%+ in 2026, aiding Micron, Sandisk, Nvidia and more while ...
With the demand for memory driven by AI servers, the industry initially expected contract prices to ease and decline in the fourth quarter. However, sources within the supply chain indicate that while ...
BEIJING (Reuters) -Nvidia's move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, according to a report published on ...
With firms looking increasingly unable to buy more memory chips, squeezing every last drop of performance from existing ...