Home » HBM
The DRAM supply crunch shows no signs of easing, driven by the surging demand from AI workloads and high-performance computing. What was once a cyclical market prone to oversupply has transformed into a seller’s market, with memory and storage components in increasingly short supply. Major cloud service providers (CSPs) are making unprecedented moves to secure…
Read MoreEvergreen Page — Updated with New Market Data This page provides ongoing updates on DRAM and HBM memory, covering not only pricing trends but also market share, new technology developments, major brand announcements, supply–demand dynamics, and revenue changes. Each update includes a short summary plus links to original industry sources (TrendForce, IC Insights, etc.). New…
Read More1. Summary NVIDIA’s continuous innovation across its GPU architectures, spanning from Volta to the latest Blackwell, has been foundational in propelling advancements in artificial intelligence. These architectures provide the computational backbone for a wide spectrum of AI workloads, from traditional deep learning to the most complex large-scale generative AI models. Each successive generation introduces specialized…
Read More