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EXPLAINED: 32 | Vintage Vibes

More memory price increases blamed on Taiwan earthquake, but hikes were happening months before, and major manufacturers aren't based in Taiwan

TrendForce reports continued increases in memory prices for NAND and DRAM, pointing at the Taiwan earthquake and hugely increased demand as root causes. Several major manufacturers aren't even based in Taiwan, and production cuts last year were intended to bring about higher prices.

Tom’s Hardware

Nextorage X Series (NN5PRO) 2TB review

Nextorage X Series (NN5PRO) 2TB review

The fastest SSD for random reads/writes we've ever tested, but for what purpose?

Taiwanese chipmaking bounces back after last week's 7.4 magnitude earthquake

Taiwanese chipmaking bounces back after last week's 7.4 magnitude earthquake

Chip makers were well prepared.

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Report: Impact of Taiwanese Earthquake on DRAM Output to be Negligible in Q2

Following the magnitude 7.2 earthquake that struck Taiwan on April 3, 2024, there was immediate concern over what impact this could have on chip production within the country. Even for a well-prepared country like Taiwan, the tremor was the strongest quake to hit the region in 25 years, making it…

DRAM pricing and supply seems largely unaffected by Taiwan earthquake, firm claims

TrendForce reports on the status of DRAM manufacturers following the April earthquake that occurred in Taiwan.

Tom’s Hardware

Memory makers reportedly stop publishing contract DRAM prices following Taiwan earthquake — further price hikes are expected

DRAM makers expected to increase memory prices following April 3 earthquake near Taiwan.

Tom’s Hardware

1 Semiconductor Stock Set to Benefit from New Nvidia AI Chips

With Nvidia's new Blackwell chips making their debut, Goldman Sachs believes that this semiconductor stock is set to rise.

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Samsung confirms next generation HBM4 memory is in fact Snowbolt — and reveals it plans to flood the market with precious AI memory amidst growing competition with SK Hynix and Micron

Samsung confirms next generation HBM4 memory is in fact Snowbolt — and reveals it plans to flood the market with precious AI memory amidst growing competition with SK Hynix and Micron

Samsung announced Snowbolt, its future HBM4 chip, at MemCom, along with its plans to increase its HBM production.

Micron is building a new packaging and testing plant in China despite sales ban — largest American chipmaker expands abroad

Micron is building a new packaging and testing plant in China despite sales ban — largest American chipmaker expands abroad

Micron continues Chinese expansion despite sales ban in China.

Tom’s Hardware

Up 38% YTD, Is Micron Technology Stock Still a Buy?

Up 38% YTD, Is Micron Technology Stock Still a Buy?

Despite a significant surge in Micron Technology's stock price this year, analysts and industry experts suggest that there may still be potential for further growth, driven by strong financial performance, strategic partnerships, and positive outlooks.

This is what a single 256GB DDR5 memory module looks like — but you won't be able to fit this Micron RAM in your desktop or laptop and it will almost certainly cost more than $10,000 if you can buy it

This is what a single 256GB DDR5 memory module looks like — but you won't be able to fit this Micron RAM in your desktop or laptop and it will almost certainly cost more than $10,000 if you can buy it

Micron has showcased its single 256GB DDR5 memory module, available in Tall and Standard configurations.

'Wean itself off Nvidia': Samsung signs $750 million agreement with South Korea's largest online platform — Naver wants to replace Nvidia's super expensive AI GPU with the more affordable Mach-1 chip

'Wean itself off Nvidia': Samsung signs $750 million agreement with South Korea's largest online platform — Naver wants to replace Nvidia's super expensive AI GPU with the more affordable Mach-1 chip

Samsung has signed an agreement with online platform Naver for between 150,000 and 200,000 units of its Mach-1 AI chip.

HBM Revenue Poised To Cross $10B as SK hynix Predicts First Double-Digit Revenue Share

HBM Revenue Poised To Cross $10B as SK hynix Predicts First Double-Digit Revenue Share

Offering some rare insight into the scale of HBM memory sales – and on its growth in the face of unprecedented demand from AI accelerator vendors – the company recently disclosed that it expects HBM sales to make up "a double-digit percentage of its DRAM chip sales" this year. Which…

Lexar Play 2230 1TB review

Lexar Play 2230 1TB review

For a Steam Deck, ROG Ally, or Legion Go SSD update, look no further than the impressive Play 2230.

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Startup claims to boost LLM performance using standard memory instead of GPU HBM — but experts remain unconvinced by the numbers despite promising CXL technology

MemVerge and Micron have an AI solution which aims to boost the performance of LLMs using CXL technology.

Micron Samples 256 GB DDR5-8800 MCR DIMMs: Massive Modules for Massive Servers

Micron this week announced that it had begun sampling of its 256 GB multiplexer combined (MCR) DIMMs, the company's highest-capacity memory modules to date. These brand-new DDR5-based MCRDIMMs are aimed at next-generation servers, particularly those powered by Intel's Xeon Scalable 'Granite Rapids' processors that are set to support 12 or…

Tom’s Hardware

US chip toolmakers skip Semicon China conference they sponsored amid ongoing trade war

Several of Semicon China's U.S.-based sponsors skipped the conference, as did companies like Micron and ASML.

Micron Sells Out Entire HBM3E Supply for 2024, Most of 2025

Being the first company to ship HBM3E memory has its perks for Micron, as the company has revealed that is has managed to sell out the entire supply of its advanced high-bandwidth memory for 2024, while most of their 2025 production has been allocated, as well. Micron's HBM3E memory (or…

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Stocks Mixed In Europe And Asia After Wall Street Records

Global stock markets show mixed trends with Wall Street hitting new highs, Reddit soars in debut, Treasury yields stable, oil prices steady.

Stock Market Today: Stocks Hit New Highs as Rate-Cut Momentum Continues

Reddit sizzled in its market debut, while Apple slumped after the tech giant was slapped with an antitrust lawsuit.

Micron Stock Reaches Record High On Strong AI Demand

Micron Technology Inc. stocks soar to record high on strong AI demand forecast, positioning the company for continued success in the tech industry.

Tom’s Hardware

Micron says high bandwidth memory is sold out for 2024 and most of 2025 — intense demand portends potential AI GPU production bottleneck

Nvidia buys Micron's HBM3E supply for calendar 2024 and 2025.

Stocks Climb on Upbeat Micron Results and Fed Rate Cut Signals, U.S. PMI Data and Nike Earnings in Focus

Investors are cheering forecast-beating quarterly results and guidance from Micron as well as the Fed’s unchanged projection for three rate cuts this year while also awaiting U.S. business activity data and earnings reports from Nike and FedEx.

Nasdaq Futures Climb on Upbeat Micron Results and Fed Rate Cut Signals, U.S. PMI Data and Nike Earnings in Focus

June Nasdaq 100 E-Mini futures (NQM24) are trending up +0.66% this morning as investors cheered forecast-beating quarterly results and guidance from Micron as well as the Fed’s unchanged projection for three rate cuts this year while also awaiting U.S. business activity data and earnings reports from Nike and FedEx.

SK hynix Platinum P51 Gen5 SSD with 238L NAND Spotted at GTC

SK hynix is set to unveil their first Gen5 consumer NVMe SSD lineup shortly, based on the products at display in their GTC 2024 booth. The Platinum P51 M.2 2280 NVMe SSD will take over flagship duties from the Platinum P41 that has been serving the market for more than…

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