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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 MoreOn June 30, Anthropic released Claude Sonnet 5 at $2 per million input tokens and $10 per million output during its introductory window — less than half the $5 and $25 the flagship Opus 4.8 charges, while scoring 63.2 to the flagship’s 69.2 on the SWE-bench Pro coding benchmark. Roughly ninety percent of the capability…
Read MoreHow data actually moves through an AI server, why HBM became the industry’s tightest bottleneck, and where projected technologies like High Bandwidth Flash and CXL fit into the picture. The common mental model of AI hardware goes something like this: a GPU loads the model into its memory, then starts computing. Simple. It is also…
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…
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