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Expansion is already in production. Pooling is reaching real hardware, but its economics are still unsettled. A database server maxing out its 512 GB cannot directly borrow unused DIMMs from the machine one rack slot over. The neighbor can serve data over the network, and workloads can be migrated or distributed in software, but that…
Read MoreThe head of SK Hynix’s parent group told Bloomberg TV that the company may move beyond selling memory chips and offer “Memory as a Service” (MaaS) — memory capacity delivered like a cloud subscription rather than a product shipped in a box. He was candid that MaaS is still “an idea at this point.” No…
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 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…
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