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Dram Shortage

All articles tagged with #dram shortage

Micron's AI-Fueled Memory Demand Could Spark a Big Breakout After September Quarter
finance18 days ago

Micron's AI-Fueled Memory Demand Could Spark a Big Breakout After September Quarter

Micron Technology has surged in 2026 and is setting up for a pivotal Sept. 30 quarter that could spark a parabolic move if results beat estimates. The thesis hinges on persistent AI-data-center demand for memory, a tight DRAM market, and strong guidance: consensus revenue around $51B with about $31 EPS, while some projections push to roughly $56.9B and $34.95 EPS. PwC’s AI-infrastructure spending outlook—about $31.6 trillion through 2050—supports a favorable long-run backdrop, though Fool analysts note MU wasn’t among their top stock picks and caution remains about upside execution.

via Yahoo Finance|
#ai-infrastructure#dram-shortage#earnings-expectations
Microsoft Drops 32GB RAM Guidance for Windows 11, Bets on 8GB Baseline and Memory Optimizations
technology2 months ago

Microsoft Drops 32GB RAM Guidance for Windows 11, Bets on 8GB Baseline and Memory Optimizations

Facing a DRAM shortage, Microsoft scrubbed its prior guidance that Windows 11 requires 32GB of RAM and is now emphasizing RAM optimization. While Windows 11 benefits from more memory, 8GB is becoming the baseline for many devices (such as the Surface Pro), and Microsoft has promised future improvements to memory efficiency as caching and usage drive RAM needs higher even on otherwise idle systems.

via Wccftech|
#32gb-ram#dram-shortage#memory-optimization
DRAM Crunch Pushes Nvidia to Relaunch a Five-Year-Old GPU, Highlighting a Stalled PC Market
technology3 months ago

DRAM Crunch Pushes Nvidia to Relaunch a Five-Year-Old GPU, Highlighting a Stalled PC Market

Amid a worsening global DRAM shortage, Nvidia has relaunched the RTX 3060 12 GB at roughly $329 to meet mainstream demand, a five-year-old card that still trails newer Blackwell GPUs and the RTX 5060 8 GB in most scenarios. The move underscores ongoing memory-cost pressures that are lifting GPU prices and signaling a stressed PC gaming market rather than a rapid hardware renaissance.

via Wccftech|
#dram-shortage#gpu-pricing#nvidia
Apple Considers Dropping the $599 MacBook Neo Amid Chip and DRAM Cost Surge
technology5 months ago

Apple Considers Dropping the $599 MacBook Neo Amid Chip and DRAM Cost Surge

Apple is weighing removing the entry-level 256GB MacBook Neo to counter rising chip and DRAM costs, which would lift the Neo’s effective starting price by about $100 without changing any configuration prices; the move follows similar price/option shifts on other Macs as Apple ramps up production and navigates tighter supply for A18 Pro chips from TSMC.

via MacRumors|
#a18-pro#apple#chip-costs
Valve Delays Steam Hardware Rollout Amid Global DRAM Shortage
technology5 months ago

Valve Delays Steam Hardware Rollout Amid Global DRAM Shortage

Valve confirmed a staggered Steam hardware rollout due to a DRAM shortage: the Steam Controller is launching first (noted by Valve as having no RAM), while the Steam Machine and Steam Frame are being delayed. RAM supply, especially on-package and mobile RAM, is the main bottleneck, and insiders suggest the Frame could still launch before the Machine depending on RAM prices remaining high.

via TechPowerUp|
#dram-shortage#steam-controller#steam-frame
Mac Studio Drops 512GB RAM Amid Global DRAM Shortage
technology7 months ago

Mac Studio Drops 512GB RAM Amid Global DRAM Shortage

Apple has removed the 512GB RAM option for the Mac Studio, leaving max RAM at 256GB (up from the 36GB base) and raising the 256GB upgrade to $2,000; 512GB RAM is no longer offered and 256GB configurations are shipping with May wait times due to DRAM shortages and growing demand for on‑device AI. Rumors suggest M5 Max/Ultra Mac Studio models could arrive later in 2026 as memory supply remains tight.

via MacRumors|
#apple#dram-shortage#m3-ultra
Memory Crunch Threatens MediaTek’s SoC-Driven Revenue
technology8 months ago

Memory Crunch Threatens MediaTek’s SoC-Driven Revenue

MediaTek, whose smartphone chipsets accounted for about 53% of Q3 2025 revenue, faces a potential hit from a global memory shortage as DRAM and NAND prices surge, threatening SoC shipments even with the Dimensity 9600 on the horizon; competition from Qualcomm and Apple, plus MediaTek’s reliance on ARM-based designs, could pressure pricing and shipments through 2026 if memory constraints persist.

via Wccftech|
#dimensity-9600#dram-shortage#mediatech