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Hewlett Packard Enterprise's $7.6B AI backlog is waiting on memory chips to catch up
1+ day, 1+ hour ago (462+ words) HPE's AI orders are piling up faster than suppliers can deliver the DDR5 memory needed to fulfill them Hewlett Packard Enterprise has a problem most companies would love to have: too many customers, not enough parts. The company exited fiscal Q3 2026 with…...
Kepler aims to end the AI memory crisis with custom memory tech
2+ day, 18+ hour ago (240+ words) Kepler Computing has emerged from hiding to unveil a new memory technology that could transform the ease the global memory shortage and transform the memory market. The California-based startup has spent seven years developing a new memory technology that offers…...
From cHBM to 3D Stacked SRAM, AI inference drives AI accelerators toward memory architecture innovation
3+ day, 3+ hour ago (151+ words) Chart 1: From 2027 onward, AI accelerators move toward memory architecture innovation Chart 2: Inference phase AI accelerator hardware bottlenecks shift from compute to memory Chart 3: PNM, SRAM, and HBF become three main directions for memories in AI accelerators Chart 4: PNM technology is…...
Laptop-slinger Framework refunding customers who paid top dollar for RAM
3+ day, 6+ hour ago (473+ words) Laptop-maker Framework has decided to refund some of its customers who paid high prices for its model 13 Pro laptop due to the soaring cost of RAM. In July, the company told some customers who had ordered its very repairable machines…...
AI-fueled demand drives memory to dominate chip sales as shortages persist
3+ day, 7+ hour ago (13+ words) CHOSUNBIZ Chosunbiz...
Phison Sets All Time Monthly Revenue High on Surging PCIe SSD Demand
3+ day, 14+ hour ago (138+ words) Technetbook Phison Sets All Time Monthly Revenue High on Surging PCIe SSD Demand Shipment volumes for silicon controllers show where the market is heading. Overall controller deliveries rose 10% over the previous monthly count. But the standout metric comes from PCIe…...
SCI Semiconductor raises £5M to ramp up production of memory-safe chips
3+ day, 22+ hour ago (428+ words) Sheffield-headquartered company SCI Semiconductor, which has developed the world’s first memory-safe computer chip, has raised £5 million to accelerate production. The heavily oversubscribed round was led by two Northern Powerhouse Investment Fund II (NPIF II) fund managers, PXN Ventures and Mercia…...
Kepler Computing claims new chip design can solve AI memory shortage
3+ day, 23+ hour ago (236+ words) The California startup just landed up to $245 million in CHIPS Act funding for a ferroelectric memory technology it says can outperform current solutions by 15-20x. The AI boom has a bottleneck problem, and it’s not compute. It’s memory. DRAM prices doubled…...
The Market Will Be Shaken Even More: Memory Inventories at Samsung and SK hynix Plummet to Critical Levels
4+ day, 1+ hour ago (467+ words) The artificial intelligence boom is to blame. Memory chip inventories at South Korea's largest manufacturers — Samsung Electronics and SK hynix — have fallen to critically low levels. According to Business Korea, citing Kim Dong-won, head of the KB Securities research center,…...
Framework 'retroactively reducing prices' after securing lower-cost memory
4+ day, 1+ hour ago (317+ words) Earn badges by reading articles, leaving comments, and taking quizzes. Show off your website-using chops! Save on your next hardware purchase Finding the best discounts on PC gaming hardware has never been more important. Check out our handpicked hardware deals....