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English => News => Topic started by: Redaktion on May 29, 2026, 17:14:57

Title: The trillion-dollar club that no one expected: Micron and SK Hynix catch up to Samsung
Post by: Redaktion on May 29, 2026, 17:14:57
AI demand, driven by Nvidia's need for high-bandwidth memory, is transforming the once-stagnant memory chip market into one of tech's hottest sectors. The boom is increasing revenue and share prices, but it is also tightening supplies of conventional DRAM and NAND, raising the prospect of higher prices for PCs, smartphones and other consumer devices through at least 2028.

https://www.notebookcheck.net/The-trillion-dollar-club-that-no-one-expected-Micron-and-SK-Hynix-catch-up-to-Samsung.1310340.0.html
Title: Re: The trillion-dollar club that no one expected: Micron and SK Hynix catch up to Samsung
Post by: ni6hant on May 30, 2026, 10:33:18
Just hope when these data centres do upgrade to HBM they put throw out the normal memory which we can scrape to use on our systems.
Title: Re: The trillion-dollar club that no one expected: Micron and SK Hynix catch up to Samsung
Post by: CXMT on May 30, 2026, 14:38:48
Quote from: ni6hant on May 30, 2026, 10:33:18Just hope when these data centres do upgrade to HBM they put throw out the normal memory which we can scrape to use on our systems.

But they're already are? HBM data centres still use massive amounts of regular dram too.
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