See how the DRAM memory shortage links to HBM-first focus and consumer supply cuts, helping you avoid overpaying and time your buys.

Kaist professor Kim Jeong-ho predicts HBF overtakes HBM as AI memory by 2038 Memory-centric AI era accelerates as Kaists Kim ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

As SK Hynix and Samsung Electronics compete for global dominance in HBM (High Bandwidth Memory), projections suggest that HBF ...

In the AI era, 100TB of memory per person will be required. It’s the so-called ‘memory-hungry’ era. In the future AI era, high-bandwidth memory (HBM) will handle speed, while high-bandwidth flash (HBF ...

Valve admits that the ongoing memory crisis has pushed back the launch of its Steam Machine gaming PC. Find out when it's due ...

High-bandwidth memory, or HBM, has become one of the most lucrative niches in semiconductors, benefiting from explosive ...

Moreover, Nvidia's initiative could also influence Samsung's production priorities, potentially altering the balance of supply in the memory market. If Nvidia successfully secures ...

Intel looks to re-enter the memory business as it teams with SoftBank to introduce a new 'ZAM' memory solution, capitalizing ...

Samsung Electronics reported an over three-fold surge in fourth-quarter profits, hitting a new record and beating analysts' ...

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

This reasoning has been effective for decades. Memory has consistently been among the most cyclical industries within semiconductors.