Finally, some good news after a long time. The ongoing NAND shortage is reportedly going to end next year. Noticeable Growth in NAND Supply to Put an End to Shortages by the End of 2027 as NAND Suppliers are Expected to Upgrade Production Lines While the DRAM market is expected to go through its worst-ever phase throughout the next two years, at the least the storage market is reportedly going to witness some relief. If you have been following the developments around the DRAM and NAND market, you might be aware that analysts predict instability for the next few years. […]

Read full article at https://wccftech.com/korean-us-and-japanese-suppliers-race-to-upgrade-fabs-ending-the-nand-flash-shortage-in-2027/

ADATA's chairman has said that there's no need to discuss the AI bubble yet since DRAM shortages will last another 10 years. Tech Markets Have Underestimated The Global Demand For DRAM and Memory Shortages Will Last At Least 10 Years, As Per ADATA's Chairman Following TSMC's recent stock decline after its earnings call, ADATA's chairman quickly responded to questions about whether this could be a signal of the AI bubble popping up. Chairman Chen Li-bai refuted this, and said that it's way too early to discuss anything related to an AI bubble, as that talk should only be discussed by […]

Read full article at https://wccftech.com/adata-chairman-warns-dram-shortage-will-last-another-10-years-ai-bubble-talk-can-wait-until-2040/

Memory makers are enjoying a huge boost to revenue as AI demand has earned them more in a single quarter than the entire previous year. Memory makers such as ADATA saw a 17x Annual Growth In Profits, Others Also Seeing Similar Boost From AI Boom The AI crunch continues to devastate the consumer markets as component prices go up; at the same time, memory makers are seeing an astronomical rise in their profit margins. So there are two things to factor here, first is that memory demand is at an all-time high due to AI firms requiring more DRAM for […]

Read full article at https://wccftech.com/memory-manufacturers-earned-more-in-q1-than-all-of-last-year-prices-to-spiral-up/