It seems hell hath no fury like a commodity DRAM chip spurned. As HBM continues to hog DDR wafers, the supply of DRAM might plummet as much as 70 percent in 2027, according to the CEO of Apacer, which echoes recent pronouncements from the CEO of SK hynix. The CEO of Apacer expects the supply of commodity DRAM to fall off the proverbial roof in 2027, echoing pronouncements from the CEO of SK hynix, who thinks "next year will be the worst year in the industry's history from the supply perspective" According to the CEO of Apacer, C.K. Chang, DRAM […]

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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 […]

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