Memory & Storage
HBM, DRAM, NAND, and storage technology coverage.
CXMT Targets Server Memory Market With New Architecture
China’s ChangXin Memory Technologies (CXMT) is continuing its rapid assault on the DRAM market, unleashing a torrent of new supplies into markets that desperately need it. Its latest development is a new DDR5 server memory module planned for the end of 2026. The company is preparing to expand into the high-end server memory market with […]
Andy Patrizio · Oct 13, 2026 · 2 min
Huawei Targets AI Inference Bottlenecks With Memory Storage Accelerator
Huawei has introduced a new storage architecture aimed at addressing the rapidly expanding amount of key-value (KV) cache data generated by long-context and multi-turn workloads, which has emerged as a major bottleneck in large-scale AI inference. The OceanStor M900 Context Memory Storage, unveiled at HUAWEI CONNECT 2026 in Shanghai, is designed to provide hyperscale AI […]
Andy Patrizio · Sep 30, 2026 · 2 min
NVIDIA Shares Rise as CEO Jensen Huang Confirms Chip Sales Will Double by 2027
NVIDIA Corp. CEO Jensen Huang confirmed Thursday that the semiconductor giant expects chip sales to roughly double in 2027 from 2026. Speaking at a technology conference in Scotland, Huang reiterated the aggressive growth trajectory previously outlined to investors during the company’s August earnings call, where management characterized its 70% fiscal 2028 revenue projections as a […]
Jon Swartz · Sep 18, 2026 · 2 min
Chinese Researchers Claim 100-Fold Increase in Next-Generation Memory Endurance
Even though memory has no moving parts, it is prone to wear and eventually erosion. The electrical current flowing through the chips eventually causes failure and brings the entire system down. In the case of flash memory, which is also built on DRAM memory technology, that means data loss. But now Chinese researchers have developed […]
Andy Patrizio · Sep 18, 2026 · 2 min
SK hynix in Exploratory Talks With Intel for First U.S. Chip Manufacturing Presence: Report
South Korean memory chipmaker SK hynix is in preliminary talks with Intel Corp. that could result in the company manufacturing semiconductors in the United States for the first time. According to Reuters, citing sources familiar with the discussions, the companies are exploring multiple structures for potential partnership. One scenario involves SK hynix leasing space at […]
Jon Swartz · Sep 16, 2026 · 3 min
Semiconductor Revenue Surges 31% in Q2
Global semiconductor revenue jumped to a record $425 billion in the second quarter of 2026, driven by the massive memory demand, according to market research firm Omdia. Semiconductor revenue increased 31.4% sequentially in the quarter, surpassing the previous record quarterly growth rate of 29.2% set in the first quarter. The surge pushed semiconductor revenue for […]
Andy Patrizio · Sep 15, 2026 · 2 min
Memory Prices Surge as AI Demand Consumes the DRAM Market
The cost of PC memory has risen to unprecedented levels as the artificial intelligence boom continues to absorb huge amounts of the world’s DRAM production. The situation has become so severe that major technology companies and hyperscalers are reportedly locking up memory supplies well into 2028. That leaves very little leftover inventory for things like […]
Andy Patrizio · Sep 8, 2026 · 3 min
Arm Unveils Neoverse CSS N4 Platform, Expands AGI CPU Adoption
Arm has announced its next-generation Neoverse CSS N4 platform, bringing a massive upgrade in semi-custom compute designs to cloud and data center markets. Built on TSMC’s advanced N3P process, the new platform delivers up to 128 cores per die running at speeds up to 3.8 GHz, effectively doubling the core density of its predecessor. The […]
Jon Swartz · Sep 8, 2026 · 2 min
Samsung and SK hynix Take Different Paths to Next-Gen AI Memory
Samsung and SK hynix are pursuing decidedly different strategies to overcome the bandwidth, power, and thermal limitations facing high bandwidth memory (HBM) as AI accelerators become increasingly powerful. At Hot Chips 2026, Samsung outlined a roadmap that moves from conventional HBM to custom HBM and ultimately to a more radical architecture called zHBM. SK hynix, […]
Andy Patrizio · Aug 25, 2026 · 3 min
Gartner Forecasts Semiconductor Revenue to Surge 92% in 2026
Worldwide semiconductor revenue is forecast to reach about $1.6 trillion in 2026 as the AI infrastructure buildout creates exceptional demand for memory and other data center components, according to Gartner. The research firm expects semiconductor revenue to increase 92% in 2026, from $809 billion in 2025. Gartner forecasts another sizable gain in 2027, when worldwide […]
James Maguire · Aug 25, 2026 · 2 min
SK Hynix Invests $38 Billion to Expand AI Memory Chip Production
In a sign of the growing demand for memory chips driven by AI’s growth, SK Hynix plans to spend approximately $38 billion to build two semiconductor fabrication facilities in South Korea, a major expansion for the company. The company’s board approved investments totaling 54.3 trillion won, with 35.2 trillion won allocated to a new fabrication […]
James Maguire · Aug 7, 2026 · 2 min
HP, Asus and Acer Turn to Chinese Memory Supplier as AI Boom Tightens DRAM Market
The AI infrastructure buildout is reshaping another corner of the semiconductor industry, with reports indicating that HP, Asus and Acer have begun using limited quantities of DRAM from China’s ChangXin Memory Technologies (CXMT) in selected notebook computers. The move is yet another sign of the growing strain that AI investment is placing on the global […]
James Maguire · Aug 5, 2026 · 2 min
Agentic AI Shift Driving Data Center Chip Market Toward $1.2 Trillion by 2030: Futurum Report
The global data center semiconductor market is on track to expand more than fivefold, reaching $1.2 trillion by 2030 as artificial intelligence (AI) hardware demand shifts decisively from model training to agentic inference. According to a five-year forecast from tech research firm The Futurum Group, revenue in the sector hit $241 billion in 2025, a […]
Jon Swartz · Jul 23, 2026 · 2 min
China’s Chip Ambitions Rise as CXMT Launches $10 Billion IPO
Chinese memory chipmaker ChangXin Memory Technologies Inc. is launching a blockbuster initial public offering (IPO) on Shanghai’s tech-focused STAR Board to raise nearly $10 billion, one of the largest in Asian history and a crucial test of investor appetite for China’s burgeoning artificial intelligence (AI) supply chain. The Hefei-based DRAM (dynamic random-access memory) champion has […]
Jon Swartz · Jul 15, 2026 · 2 min
Intel Pours €5 Billion into Ireland to Feed the Xeon Surge
Intel Xeon expansion gets €5 billion boost as Intel invests heavily in Ireland fab capacity for next-generation CPUs with EUV-compatible capacity.
Brendan Burke · Jul 15, 2026 · 7 min
Meta to Begin Production of Custom Iris AI Chips in September in Bid for 14-Gigawatt Power Grid: Report
Meta Platforms Inc. plans to begin manufacturing its next-generation custom artificial intelligence (AI) chip in September, according to an internal memo reviewed by Reuters. Code-named Iris, the in-house silicon is part of a broader effort by the social media giant to double its computing infrastructure capacity to 14 gigawatts by next year and reduce its […]
Jon Swartz · Jul 14, 2026 · 2 min
Samsung Posts Record Q2 Preliminary Profit
The AI memory boom has produced at least one big winner: Samsung Electronics, one of the three major memory makers, posted preliminary Q2 earnings that blow away all prior sales figures. The South Korean technology giant said it expects second-quarter operating profit of 89.4 trillion won (US$58.4 billion), a nearly 19-fold increase from a year […]
Andy Patrizio · Jul 13, 2026 · 3 min
Micron’s $250B U.S. Investment Finds Its Edge on Korea’s Memory Juggernaut
Micron’s $250B U.S. investment out-positions Korea’s bigger memory bet, securing critical AI chip supply chains and aligning with customer needs.
Brendan Burke · Jul 13, 2026 · 8 min
Can ASUS Bring Data-Center-Class AI Infrastructure to the Deskside?
ASUS ExpertCenter Pro ET900N G3 pairs NVIDIA DGX Station GB300 architecture with 748GB memory and 20 PFLOPS for AI development.
Olivier Blanchard · Jul 8, 2026 · 6 min
Qualcomm’s Snapdragon Reality Elite Ups the Stakes for Spatial AI
Qualcomm’s Snapdragon Reality Elite advances spatial AI with on-device processing, maintaining the lead in the mixed reality platform race.
Olivier Blanchard · Jul 7, 2026 · 9 min