Memory

2 pieces tagged Memory.

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AI Ate Your RAM — And There Was Never a Shortage

Your RAM got about twice as expensive this year, and the reason has almost nothing to do with a shortage — the memory fabs are running flat out at record output, with $52B going into 300mm memory equipment in 2026 alone, up 29%. What actually happened is a reallocation, and it comes down to physics…

03 Aug 20262:11tip inside

The Real AI Shortage Is Memory, Not GPUs

Your next laptop just got about 20% more expensive. The reason is HBM, and HBM is a yield problem.

06 Jul 20261:33