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How data actually moves through an AI server, why HBM became the industry’s tightest bottleneck, and where projected technologies like High Bandwidth Flash and CXL fit into the picture. The common mental model of AI hardware goes something like this: a GPU loads the model into its memory, then starts computing. Simple. It is also…
Read MoreMicron 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 MoreThe hardest part of selling decommissioned servers, memory, or storage in 2026 isn’t finding a buyer. It’s knowing what the gear is actually worth this week — because the number has been moving fast enough that any price more than a few weeks old is probably wrong. That accuracy is the part we’ve built our…
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 memory market has just entered a state of emergency. As we move into early March 2026, the tech industry is grappling with a supply-chain shock that is being dubbed “Rampocalypse 2.0.” What was once a predicted “cyclical recovery” has mutated into a full-blown crisis, led by a historic pricing maneuver from Samsung Electronics. The…
Read MoreTo understand why the “AI boom” is making a standard business laptop or a mid-range smartphone more expensive in 2026, we have to look past the sticker price. We need to look at the wafer. In the semiconductor world, everything—from the high-speed memory in an NVIDIA Blackwell chip to the storage in your phone—starts as…
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