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For most of the last two decades, the secondary server memory market followed a predictable curve. A new generation launches, the prior generation slides down a gentle depreciation slope, and a few years later the last sticks clear at scrap pricing. DDR3 followed that script. So did DDR2. DDR4 did not. Between September and November…
Read MoreThe timeline for next-generation AI infrastructure is accelerating, with NVIDIA’s flagship liquid-cooled rack, the Vera Rubin NVL72, projected to enter production in the latter half of 2026. For enterprise infrastructure planners navigating capital allocation, the physical footprint remains reassuringly familiar: the architecture utilizes the same Oberon chassis form factor, retaining a density of 72 GPUs…
Read MoreThe global graphics processing market has hit another wall. Reports emerging from upstream semiconductor supply channels confirm that Nvidia implemented a $300 USD wholesale price adjustment for its flagship GeForce RTX 5090 and the China-market variant RTX 5090D V2, effective May 13, 2026. This wholesale increment directly impacts Add-In Card (AIC) board partners, including tier-one…
Read MoreWhile the AI super-cycle keeps DRAM, HBM, and 3D TLC NAND in the headlines, a quieter — and arguably more violent — squeeze is unfolding in the corner of the memory market that almost nobody outside of embedded design houses talks about: planar 2D NAND, especially MLC and SLC. Prices on some part numbers are…
Read MoreJust days after many buyers enjoyed a brief sigh of relief from softening retail DDR5 prices, Samsung Electronics has finalized its Q2 2026 DRAM supply contracts with major customers, implementing an average price increase of approximately 30% over Q1 levels, according to Korea’s Electronic Times. This follows a staggering ~100% (doubling) hike in Q1 2026…
Read MoreThe memory market has entered a period of unprecedented divergence as of late March 2026. For nearly a year, IT departments and hardware enthusiasts have been battered by the “Rampocalypse,” a sustained period of skyrocketing DRAM costs that saw some modules triple in price. However, the tide is finally turning—at least in the retail sector.…
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