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The third-quarter memory numbers are starting to land, and they say the squeeze is nowhere near done. Contract negotiations point to another 20–30% increase for DRAM and 35–40% for NAND in Q3 2026. The more conservative survey puts it at 13–18% for conventional DRAM and 10–15% for NAND, quarter over quarter. The two forecasts disagree…
Read MoreTL;DR: Korea’s June 29 plan puts over $550B toward new memory fabs — a slice of a much larger $3.1T multi-decade Samsung/SK spending plan. Most new capacity targets high-margin server DRAM and HBM, not everyday PC/laptop memory. Micron is running its own parallel expansion; China’s CXMT is growing fast but not yet server/HBM-ready. Real relief…
Read MoreIf you run AI models in production, the bill has a shape you’ve probably noticed: a surprising amount of it traces back to memory. Every token a model generates has to be served out of fast memory sitting right next to the GPU, and that memory — High Bandwidth Memory, or HBM — is scarce,…
Read MoreMicron just turned in the memory market’s headline quarter. In its fiscal third quarter, reported after the close on June 24, revenue reached a record ~$41.5 billion on a record gross margin near 85%, with DRAM alone accounting for about $31.3 billion, roughly three-quarters of the total. Both figures are company records, and both sit…
Read MoreThe hardest part of selling decommissioned servers, memory, or storage in 2026 isn’t finding a buyer. It’s knowing what the gear is actually worth this week — because the number has been moving fast enough that any price more than a few weeks old is probably wrong. That accuracy is the part we’ve built our…
Read MoreAMD Ryzen AI Max+ 395 vs Nvidia DGX Spark vs Apple Mac — plus when a GPU tower still beats all three. A practical hardware guide for IT managers, developers, and small-business owners weighing a local LLM machine. The short version: there’s no single winner. The right pick comes down to three numbers — how…
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