This article first appeared on GuruFocus. Server and memory demand is still humming along, and November didn't bring any signs of a slowdown. After looking at monthly sales from several Taiwan-based ...

Server prices are set to increase as the AI memory shortage continues to bite, with Samsung looking the likely winner from proceedings. The Register reported various channel sources expecting price ...

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According to industry sources, Samsung’s DS division has decided to limit memory supplies to the smartphone division, rejecting long-term contracts and enforcing more frequent negotiations. This move ...

The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms for PCs, ...

Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips and Nvidia’s memory-intensive AI server platforms, leaving enterprises with limited procurement leverage.

BEIJING, Nov 19 (Reuters) - Nvidia's (NVDA.O), opens new tab move to use smartphone-style memory chips in its artificial intelligence servers could cause server-memory prices to double by late 2026, ...

Driven by the explosive demand for artificial intelligence, server memory could double in price by late 2026. The disruption originates from two prime sources: a recent shortage of DDR4/DDR5 legacy ...

Nvidia's (NVDA) plan to use smartphone-style memory chips in its AI servers could cause server-memory prices to double by late 2026, Reuters reported, citing a report by Counterpoint Research. In the ...