China’s CXMT Says Its Next-Generation Server Memory Is Coming This Year. The Market Sold Off Before Seeing a Single Spec.
CXMT's October 10 claim of 4F² server DRAM by year-end triggered a sharp chip selloff on October 12 and 13.…
Tag: DRAM
Memory Chip Prices Just Rose Up to 90% in Three Months. SK Hynix’s Own CEO Says the Shortage Won’t Bottom Out Until 2030.
DRAM prices jumped up to 90% in a single quarter as AI data centers consume an estimated 70% of the…