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A Korea Economic Daily Report Highlights Tightening Supply in the Server Memory Market According to a January 5, 2026 report from Korea Economic Daily (KED Global), South Korea’s leading memory manufacturers — Samsung Electronics and SK Hynix — are seeking to raise server DRAM contract prices by as much as 60%–70% in the first quarter…
Read MoreTL;DR: GPU prices are rising again in 2026—not because of silicon shortages, but because memory has become the dominant cost driver. Rapid increases in GDDR6 and GDDR7 pricing, combined with AI-driven demand for high-bandwidth memory (HBM), are constraining supply across the entire GPU market. Flagship GPUs now sell far above MSRP, mid-range cards face sustained…
Read MoreEpoch AI’s “Top 10 Data Insights and Gradient Updates of 2025” sheds light on several key trends that are shaping the broader AI hardware ecosystem — from cost dynamics and compute accessibility to infrastructure demand and energy considerations. These insights help frame where the AI compute market is headed and what that means for hardware supply, adoption,…
Read MoreTL;DR The global DRAM supply shortage is expected to last until 2028, based on an internal analysis attributed to SK Hynix. Commodity DRAM supply growth is constrained by slow fab expansion and production capacity being prioritized for AI and server memory. Rising AI and data-center demand is absorbing a growing share of DRAM output, tightening…
Read MoreApple’s leaked 2026–2027 product roadmap, reported by MacRumors, suggests far more than routine hardware refreshes. It points to a period of strategic rebalancing, where Apple appears to be consciously stepping back from certain ambitious bets while doubling down on hardware categories that better align with its ecosystem maturity, cost discipline, and long-term AI ambitions. Rather…
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