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22 件のノート
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Building More with Less: How to Navigate the Memory Chip Shortage
50–70% of memory chips this year go to data centers. Supermicro’s Michael McNerney explains how CXL memory expansion lets operators reclaim DRAM from...
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Micron's next-generation 3D NAND to double bit density with over 400 layers, offering extreme performance
Micron's G11 3D NAND promises 42 Gb/mm2 and 5,400 MT/s interface speed, enabling SSDs with extreme capacity and performance.
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GlobalFoundries Expands Dresden Fab
GlobalFoundries is investing €1.1 billion in Dresden capacity expansion while developing FDX Fusion for energy-efficient Physical AI chips. The post...
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TrendForce Raises 2027 HBM Price Forecast as Supply Constraints Persist
HBM supply remains tight as AI server demand competes for advanced DRAM capacity, with blended prices forecast to rise 121% year over year. The post...
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PC shipments tumble over 20% in 3Q26 as chip shortages bite
PC shipments for the third quarter of 2026 drop by 15.8 million units, with Lenovo, HP, and Dell being hit the hardest. Memory chip manufacturers estimate...
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TrendForce: Japanese, Korean MLCC Makers Cut Consumer Supply to Focus on AI
Supply shortages and cost pressures from AI-related capacity crowding are unexpectedly opening the door for Chinese MLCC suppliers. The post TrendForce:...
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AI Demand Will Keep DRAM Market Under Pressure
AI infrastructure spending is driving DRAM shortages that will continue through 2027, pushing consumer electronics makers further down priority lists. The...
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AI-induced memory shortage is changing how devices are built, Fairphone says memory now 60% of materials cost — smaller laptop and phone makers are redesigning products and have to test for fake chips
For smaller device manufacturers, rising memory prices are only part of the problem as limited availability forces companies to rethink everything from...
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DRAM Industry Revenue Up 60% QoQ in 2Q 2026
Growing demand for AI servers has driven higher shipments of HBM3e, LPDDR5X, and high-capacity RDIMMS, according to TrendForce. The post DRAM Industry...
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Component Shortage Alert: RK3566, RK3588, RK182X Supply Constrained
Supply chain update: RK3566, RK3588, RK182X may be experiencing shortage conditions. Published: September 6, 2026 Updated: September 6, 2026 Topic: Market Watch
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