Topic: high-bandwidth memory
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AI Demand Sparks DRAM Shortage and Price Hikes
Surging AI demand is causing a severe shortage of high-bandwidth memory (HBM), diverting manufacturing capacity from other electronics and driving DRAM prices up by 80-90% in a single quarter. The shortage stems from a collision between the cyclical DRAM industry and an unprecedented AI infrastru...
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SK Hynix plans $29 billion US IPO, potentially largest ADR ever
SK Hynix plans to raise up to $29 billion through an ADR listing on Nasdaq on July 10, which would surpass Alibaba’s 2014 debut to become the largest ADR sale on record. The entire proceeds will fund capacity expansion, including chip fabrication and packaging plants in South Korea and equipment ...
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RAM Shortage May Persist for Years
A global DRAM shortage is projected to last several more years, with supply potentially meeting only 60% of demand by late 2027 and constraints possibly extending to 2030. Major producers are investing in new plants, but most will not be operational until 2027-2028, with only one significant faci...
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How RAM Shortages Are Slowing Down Your Computer
The AI boom is causing a severe shortage of computer memory, as major producers like Samsung and Micron prioritize supplying high-performance chips to data centers over consumer electronics. This supply shift is driving up prices and reducing availability for consumer devices, with sharp cost inc...
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South Korea to launch future fund with chip tax surplus
South Korea plans to launch a "future response fund" using massive tax revenues from its semiconductor boom, with proceeds directed toward AI, advanced manufacturing, and support for younger generations in housing, startups, and jobs. The windfall is driven by surging profits at Samsung Electroni...
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OpenAI partners with Samsung, SK Hynix for Stargate AI chips
OpenAI has partnered with Samsung and SK Hynix to produce specialized memory chips and build advanced data centers in South Korea for the Stargate AI initiative. The collaboration aims to manufacture up to 900,000 high-bandwidth memory wafers monthly, more than doubling current global capacity to...
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How Nvidia Became a Victim of Its Own Compute Market
Nvidia’s stock has dropped 15% from its May peak, and it is now trading at a discount relative to the S&P 500 average despite rising revenue. Investment in AI infrastructure is shifting toward memory companies like Micron, whose high-bandwidth memory chips have become the new bottleneck for data ...
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Samsung's Exynos Chip Costs May Hike Galaxy S26 Price
The Samsung Galaxy S26 series is expected to launch at a higher price due to a surge in memory chip costs, primarily driven by unprecedented demand from AI companies for high-bandwidth memory. Samsung has delayed price increases for previous models but can no longer absorb the rising costs, as it...
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Majestic Labs skips GPUs to break Nvidia's memory wall
Majestic Labs, a Tel Aviv startup, is challenging the AI hardware focus on raw compute by arguing that memory bandwidth is the real bottleneck, and has designed a GPU-less server called Prometheus to address this. Prometheus replaces GPUs with Ignite AI Processing Units and pools up to 128TB of l...
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US investors gain access to SK Hynix, AI-driven memory maker
SK Hynix plans a U.S. IPO offering nearly 17.8 million shares via ADRs, potentially raising about $28 billion, with pricing expected on Thursday and trading to begin Friday. The company is capitalizing on surging AI-driven demand for memory chips, which has boosted its first-quarter revenues by n...
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Nvidia partners with chip rival d-Matrix on inference
Nvidia is partnering with chip startup d-Matrix to create a joint AI system, integrating Nvidia's GPUs with d-Matrix's specialized inference chips for greater efficiency, with AI-cloud provider Parasail as its first customer. The partnership leverages the two phases of AI workloads: Nvidia's GPUs...
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