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Server DRAM prices are still rising, but multi-year contracts mean the next increase will not hit every buyer equally. Contract coverage, procurement channel and configuration flexibility increasingly determine an organization’s exposure.
Read MoreSamsung reportedly raised some 4nm foundry prices by as much as 15%. The overlooked reason is HBM4: its logic base die also consumes Samsung’s SF4 foundry capacity.
Read MoreTL;DR Agents do need more CPU than chatbots did, but no published study shows the right number is one CPU per GPU. In real traffic, the CPU work of running code and searching databases took as long as the model itself in over a quarter of requests. The chips being sold for this are ordinary…
Read MoreA petabyte in a single drive has been the storage industry’s next round number for a while. As of this summer, enough of it is on the public record to reconstruct. At FMS 2026, Kioxia and Sandisk unveiled their 10th-generation QLC 3D flash memory: 332 layers, more than 37 Gb/mm², and up to 60% denser…
Read MoreGraphics card prices in Korea may climb as much as 30% from August. On August 1, Xbox consoles went up $100 to $150 worldwide and the 2TB Series X was discontinued outright, with Microsoft citing console storage and memory costs up more than 2.5x. Intuition says an AI buildout is a GPU buildout, so accelerators…
Read MoreMemory and storage spent most of July moving in opposite directions, an unusual split in this cycle. In the final week, NAND reversed and joined DRAM on the way up. TrendForce’s DDR4 8Gb spot benchmark rose from $36.00 on June 30 to $42.08 on July 28, an increase of 16.9%. Its 512Gb TLC NAND benchmark…
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