Dram - Febspot

Dram

A collection of 8 posts

Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory — Cdn.mos.cms.futurecdn.net

Nvidia’s Jensen Huang says TSMC must "work very hard" as AI demand gobbles memory

Nvidia CEO Jensen Huang told reporters in Taipei this weekend that "TSMC needs to work very hard this year because I need a lot of wafers," speaking outside a so-called "trillion-dollar dinner" for top tech manufacturers, Reuters reported. Huang said the chipmaker will scale up substantially,

ZDNET reporter finds local AI painfully slow on a 16GB M1 MacBook Pro — Zdnet.com

ZDNET reporter finds local AI painfully slow on a 16GB M1 MacBook Pro

A ZDNET reporter tested running local large language models on a three‑year‑old 2021 M1 MacBook Pro (16 GB RAM, macOS Sonoma) and found downloads straightforward but model inference painfully slow and memory‑limited. The article says the reporter used Ollama as a gateway to local AI because it

SK Hynix posts record 2025 profits — 97T KRW revenue, $33B profit, focuses on AI — Cdn.mos.cms.futurecdn.net

SK Hynix posts record 2025 profits — 97T KRW revenue, $33B profit, focuses on AI

SK Hynix said 2025 was its best year ever, reporting 97 trillion KRW in revenue (about $67 billion) and $33 billion in profits, with operating margins of 49%, according to the company’s latest financial results. The firm highlighted progress on high-bandwidth memory, saying it had "successfully completed the

Micron warned at Computex that AI-driven memory demand would spur price rises — Cdn.mos.cms.futurecdn.net

Micron warned at Computex that AI-driven memory demand would spur price rises

At the summer 2024 Computex event, Pcgamer reports Micron vice president Dinesh Bahal warned a memory-pricing crisis was on its way, tying the shift to AI's growing appetite for memory. Bahal told attendees that "this thing called high bandwidth memory" was a focus for the "

Micron signs $1.8 billion deal for Taiwan Tongluo fab — Cdn.mos.cms.futurecdn.net

Micron signs $1.8 billion deal for Taiwan Tongluo fab

Pcgamer reports Micron has signed a letter of intent to acquire Powerchip Semiconductor Manufacturing Corporation’s (PSMC) Tongluo chip foundry in Taiwan for $1.8 billion. The company’s statement to investors says the purchase includes an existing 300 mm wafer cleanroom measuring 300,000 square feet, but does not

Retailers say RTX 5070 Ti supply is dead amid memory shortage — Cdn.mos.cms.futurecdn.net

Retailers say RTX 5070 Ti supply is dead amid memory shortage

Pcgamer reports that a Hardware Unboxed video claims Nvidia's RTX 5070 Ti is effectively end of life, citing conversations with retailers and AIBs after CES who say current retail cards are all that remain. The piece links the situation to a memory crisis driven by AI infrastructure demand

AI costs set to rise as DRAM, licensing and token use increase — Zdnet.com

AI costs set to rise as DRAM, licensing and token use increase

Users and developers will likely pay more for AI this year as rising hardware costs, new content licensing and growing token consumption push prices up, according to the report. AI runs on a token economy in which both input and output are billed as tokens, and the highest immediate cost

IDC warns memory shift to AI datacenters could cut PC shipments by up to 8.9% in 2026 — S.yimg.com

IDC warns memory shift to AI datacenters could cut PC shipments by up to 8.9% in 2026

The International Data Corporation (IDC) says a shift in memory production toward AI data centers could trigger a major downturn for the PC market. Memory makers have redirected capacity away from conventional DRAM and NAND used in PCs, smartphones and other consumer devices toward high-bandwidth memory (HBM) and high-capacity DDR5