< Back to situations

[ORGANIZATION]

DapuStor

Featured in 4 tracked stories · first seen

Situations

[ACTIVE] [TECHNOLOGY] [US] [TW] [CN]

Global AI infrastructure investment and supply constraints

4 clusters · 59 sources · last updated

Latest: Semiconductor market projected to reach US$ 1.56 trillion in 2026

Global investment in artificial intelligence infrastructure continues to grow at an unprecedented rate. Major technology companies including Amazon, Alphabet, Microsoft, and Meta are projected to spend approximately $760

[ACTIVE] [TECHNOLOGY] [CN] [KR] [US]

AI-driven memory shortage intensifies through 2028

13 clusters · 97 sources · last updated

Latest: RAM prices surge 500% amid shortages as Asus unveils Xbox Ally X20

The AI-driven shortage of DRAM, HBM, and NAND is intensifying. Samsung Electronics has warned that the RAM shortage will worsen in 2027 and remain severe through at least 2028, as the shift toward high-bandwidth memory (

[QUIET] [TECHNOLOGY] [CN] [IN] [US]

AI-focused semiconductor and storage technology developments

2 clusters · 9 sources · last updated

Latest: Semiconductor firms showcase AI and high-capacity storage at FMS 2026

Developments in the semiconductor industry have focused on specialized storage solutions for artificial intelligence. In Kochi, India, SFO Technologies and US-based Smart IOPS launched a partnership to manufacture high-p

Also covered in