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fromTheregister
1 week ago

Micron breaks ground on $100B New York DRAM megafab

Micron broke snowy winter ground in New York on Friday to begin building a chip fab that promises to bring up to 50,000 jobs and much-needed computer memory production to US shores, as the AI boom continues to push memory prices up. The company's stock surged on the news that shovels had been put to work on the facility first announced in 2022, which had been bedeviled by environmental delays.
Gadgets
fromZDNET
2 weeks ago

Why you'll pay more for AI in 2026, and 3 money-saving tips to try

We're living in a token economy. Each piece of content -- words, images, sounds, etc. -- is treated by an AI model as an atomic unit of work called a token. When you type into a prompt in ChatGPT, and you receive a paragraph in response, or you call an API to do the same thing inside an app you've built, both the input and the output data are counted as tokens. As a result, the meter is always running when you use AI, racking up costs per token, and the total bill is set to go higher in aggregate.
Artificial intelligence
#ai-infrastructure
#ai-data-centers
US news
fromwww.npr.org
1 month ago

Memory loss: As AI gobbles up chips, prices for devices may rise

AI-driven data center demand is causing a global shortage of DRAM memory, sharply increasing RAM prices and straining supply across consumer and enterprise devices.
Gadgets
fromFast Company
1 month ago

The AI revolution is making everything from PCs to smartphones even more expensive

Buy computers or phones now; memory chip shortages are sharply raising DRAM and NAND costs, which will increase manufacturing and retail prices next year.
Tech industry
fromComputerWeekly.com
2 months ago

Chip makers warn of a looming shortage in DRAM and SSD | Computer Weekly

Cloud providers' AI-driven memory demand is causing a global shortage and sharp price rises in DRAM, NAND, and HBM components.
Artificial intelligence
from24/7 Wall St.
2 months ago

Why the Selloff in Micron Technology Stock Never Made Sense

Micron's DRAM, NAND, and HBM leadership positions position it for lasting AI-driven demand despite near-term stock volatility and market overcapacity fears.
fromTheregister
2 months ago

Samsung reportedly jacked memory prices 60% last month

DDR5 isn't normally associated with AI accelerators. Those typically employ GDDR or HBM, which trade capacity for the higher bandwidth required for those workloads. However, the systems into which these accelerators are deployed do use DRR5 for the system memory to feed the CPU and to store intermediary data, like the key value caches used to prolong a model's short-term memory over extended periods.
Artificial intelligence
Tech industry
fromTheregister
4 months ago

Micron close to selling all the HBM it will make next year

Micron has six HBM customers and near-complete 2026 HBM3E sell-out, expects rising memory margins and will invest $18B in FY2026 capital expenditures.
fromTheregister
4 months ago

Curious connections: Voyager probes and Sinclair ZX Spectrum

The twin robotic spacecraft launched in 1977, the same year as the Apple II, the TRS-80 and the Commodore Pet, making the spacecraft the patron saints of the modern computer age. By the time Voyager's primary mission ended with Voyager 2's 1989 Neptune encounter, earthlings had the 80486, the Gameboy and the Apple Macintosh Portable. As Voyager 2 was nearly three billion miles (4.7 billion kilometers) away at that point, however, hardware upgrades were ruled out by the cost of delivery.
Science
Business
from24/7 Wall St.
5 months ago

Live: Will Applied Materials (AMAT) Pop After Tonight's Earnings?

AI-driven demand is expected to strengthen foundry/logic and DRAM, despite weaknesses in ICAPS.
Gross margin forecast at 48.3% is under scrutiny due to market pressures.
Management is optimistic about H2 performance, increasing focus on Q3 results.
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