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12/18/2025
Micron Is "More than Sold Out"
CNBC | Micron stock pops 12% as AI memory demand soars: "We are more than sold out".
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12/18/2025
Micron's DRAM Revenue Up 20% QoQ
Storage Newsletter | In terms of product lines, 80% - in fact 79% - of the revenue comes from DRAM at $10.8 billion, up 20% QoQ and up 69% YoY.
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12/17/2025
Micron Forecasts Blowout Earnings
Reuters | Micron forecasts blowout quarterly earnings with quarterly revenue above estimates, driven by AI boom.
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12/04/2025
Samsung Won't Sell RAM to its Subsidiary
Slashdot | RAM is so expensive, Samsung won't even sell it to Samsung.
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12/04/2025
HPE Reports Plan to Pass Rising DRAM Costs to the Market
HPE | In their last earnings call, HPE said: "We expect DRAM and NAND costs to continue to increase in 2026, the majority of which we expect to pass to the market while monitoring demand."
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12/03/2025
Micron Winds Down Crucial Consumer Business
Tom's Hardware | Micron is killing Crucial SSDs and memory in AI pivot. Company refocuses on HBM and enterprise customers.
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12/03/2025
AI Is Driving Memory Chip Supply Crisis
Reuters | The AI frenzy is driving a memory chip supply crisis. SK Hynix predicts that the memory shortage will last through late 2027.
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12/01/2025
Pricing Crisis Has Only Just Started
Tom's Hardware | The RAM pricing crisis has only just started, Team Group GM warns. They say that the problem will get worse in 2026 as DRAM prices double in one month.
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11/26/2025
DRAM Industry Revenue Up 30% QoQ
TrendForce | Significant increases in conventional contract prices, higher bit shipments, and growing HBM volumes drove the global DRAM industry revenue to US $41.4B in Q3, marking a strong 30.9% QoQ growth.
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11/26/2025
Chip Makers Warn of a Looming Shortage
Computer Weekly | Chip makers warn of a looming shortage in DRAM and SSD. Hyperscalers and server manufacturers are ordering too many memory components for their AI infrastructures.
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11/25/2025
Dell Reports Unprecedented Component Cost Surges
Dell | In their last earnings call, Dell said: "Look, we're in a very unique time. It's unprecedented. We have not seen costs move at the rate that we've seen."
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11/20/2025
Server Memory Prices Could Double by 2026
Network World | Server memory prices could double by 2026 as AI demand strains supply. Counterpoint warns that DDR5 RDIMM costs may surge 100% amid manufacturers’ pivot to AI chips.
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11/18/2025
Dell, HP, and HPE Downgraded Due to Memory Supercycle
Yahoo Finance | Morgan Stanley slashes ratings on Dell, HP and HPE amid memory price spikes.
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11/16/2025
Samsung Hikes Memory Chip Prices
Reuters | Samsung hikes memory chip prices by up to 60% as shortage worsens, sources say.
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10/28/2025
Server DRAM Prices Surge up to 50%
Tom's Hardware | Server DRAM prices surge up to 50% as AI-induced memory shortage hits hyperscaler supply. U.S. and Chinese customers only getting 70% order fulfillment.
Featured Blog
DRAM Prices Are Surging—Here's What To Do About It
The DRAM pricing model is being disrupted by a perfect storm of escalating demand, allocation shifts, supply constraints, and technical scaling limitations. Learn how you can manage your way through.
