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Micron 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 MoreOn June 15, AMD announced it had acquired MEXT, a small software company with an unusual pitch: make cheap NAND flash look like DRAM to the operating system, so a server can run with far less of the expensive stuff. Terms weren’t disclosed, and AMD picked up MEXT’s engineering team along with the technology. For…
Read MoreIn early June, a single analyst note briefly knocked the memory trade off balance. Barron’s reported that Karl Ackerman expects DRAM and NAND average selling prices (ASPs) to peak in mid-2026 and begin falling quarter over quarter as early as 2027 — roughly a year ahead of his own earlier forecast. Micron’s stock fell on…
Read MoreFor 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…
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