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While 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.…
Read MoreThe AI industry is currently locked in a trillion-dollar race against physics. As models like Gemini and GPT-4 scale, they inevitably crash into a physical bottleneck known as the “AI Memory Wall.” For IT asset managers and CTOs, this isn’t a theoretical computer science problem—it translates daily into exorbitant High Bandwidth Memory (HBM) costs and…
Read MoreIn the wake of NVIDIA’s GTC 2026 keynote, the tech industry is grappling with a profound paradox. On one hand, we have firmly entered the era of “Inference Sovereignty”—a decentralized landscape where consumer-grade workstations and internal enterprise server racks can run sophisticated Small Language Models (SLMs) with staggering efficiency. On the other hand, the demand…
Read MoreIf you’ve been following the artificial intelligence boom over the last few years, you’ve likely noticed a frantic, almost unprecedented gold rush. Tech giants, nation-states, and well-funded startups alike scrambled to buy as many NVIDIA H100 GPUs as possible, often waiting months for shipments and spending billions in capital expenditure. Why? To train the next…
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