Bloomberg dampens outlook: Memory shortage won’t last, stabilizes in 2027, oversupply risk by 2028
Driven by the AI boom, the global memory market has been steadily rising from late 2025 all the way to ...
Tag: HBM
Qualcomm announces HBC architecture: inserting AI accelerator under DRAM, the bandwidth per unit power consumption is 6 times that of HBM
AI computing power continues to expand, but the growth rate of memory bandwidth is far behind. Even HBM (High Bandwidth ...
OpenAI’s spending cuts trigger a chain reaction, and the memory super cycle slams on the brakes. DDR5 RAM prices begin to return to rationality
After months of crazy price increases, the global memory market seems to have finally reached an important turning point. According ...
The global memory supply crisis has broken out: everything from graphics cards, laptops to game consoles may rise in price
Due to the rise of the AI wave, memory manufacturers have transferred their production capacity to the more profitable HBM ...