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Samsung’s reported 100% increase in NAND Flash contract prices in Q1 2026 confirms the trend we forecasted in our previous market outlook report: AI data center demand is driving a sustained upcycle in memory pricing. DRAM prices have already been rising continuously due to AI workload growth and capacity constraints, and NAND is now following…
Read MoreIn early 2026 memory markets are in the midst of an unprecedented super-cycle. Leading manufacturers are enjoying record profits: for example, SK Hynix reported a 47% operating margin in late 2025 and is rewarding employees with $100K-scale bonuses on 10% of profits. This reflects a severe supply crunch as AI/data-center demand soaks up huge amounts…
Read MoreAt CES 2026, NVIDIA announced the Inference Context Memory Storage Platform (ICMSP), positioning it as a core subsystem of the Rubin architecture. Unlike previous GPU or networking launches, this platform targets a more fundamental limitation in modern AI systems: the inability of existing memory hierarchies to sustain long-context, multi-step inference at scale. This announcement reflects…
Read MoreThe global memory and storage market is entering a phase where pricing, supply, and technology roadmaps are increasingly shaped by AI demand rather than traditional consumer cycles. Recent data and vendor disclosures point to tightening conditions across DRAM, HBM, and NAND, with ripple effects now visible throughout servers, SSDs, and downstream systems. Macro Market Signals…
Read More“With Series 3, we are laser-focused on improving power efficiency, adding more CPU performance, a bigger GPU in a class of its own, more AI compute and app compatibility you can count on with x86.” – Jim Johnson, Senior Vice President and General Manager, Client Computing Group, Intel At CES 2026, Intel made a bold statement…
Read MoreAt CES 2026, NVIDIA CEO Jensen Huang delivered one of the most consequential keynotes in the company’s history. What stood out was not what was launched—but what wasn’t. There was no new consumer GPU, no RTX announcement, and no performance charts aimed at gamers. Instead, NVIDIA introduced Vera Rubin, a next-generation AI supercomputing platform that…
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