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FMS 2026
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Situations
AI demand drives DRAM value and HBM market divergence
19 clusters · 88 sources · last updated
Latest: DRAM value per mm² surpasses TSMC 2nm wafer prices
The global memory shortage, driven by AI demand, is intensifying across DRAM, HBM, and NAND flash sectors. Major manufacturers, including Samsung, SK hynix, and Micron Technology, have reportedly exhausted their DRAM and
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NVIDIA open-sources cuFile to accelerate AI storage performance
[TECHNOLOGY] · 4 sources ·