TSMC publicly rejected a report from The Information claiming it was exploring 3D DRAM production at Nvidia's request amid global memory shortages. The company stated it remains a pure-play logic foundry, though the original report cited two sources saying TSMC had begun preparing plans for the initiative under VP Hsu Kuo-chin, a former Micron Taiwan executive.
tomshardware.com
· 2026-11-07
Raspberry Pi CEO Eben Upton announced another price increase for the 16GB Raspberry Pi 5, now priced at $385, up $80 from before. The 16GB Compute Module 5 also rises by $40, while the Raspberry Pi 500+ keeps its current price despite having 16GB of RAM. Upton attributed the hike to ongoing shortages of 16GB DRAM modules and a lack of alternative suppliers.
techspot.com
· 2026-11-06
Raspberry Pi CEO Eben Upton announced another price hike for the 16GB Raspberry Pi 5, blaming a lack of alternative DRAM supply combined with shortages of other components. Upton advised customers to avoid paying for more memory than they need, suggesting lower-memory or older Pi models as alternatives. The 2GB Raspberry Pi 5 configuration had already seen a price increase the previous month.
theverge.com
· 2026-11-02
OpenAI CEO Sam Altman met with roughly 50 senior Samsung executives at the company's Resources Development Center in Yongin, with discussions focused on AI technology direction and future business opportunities rather than a new memory supply deal. Samsung confirmed the talks built on an October 2025 letter of intent covering AI infrastructure cooperation, including memory chips for OpenAI's Stargate project. The meeting follows Altman's recent remarks suggesting underused DRAM in personal computers should instead support data centers.
tomshardware.com
· 2026-11-01
In a Cheeky Pint interview, OpenAI CEO Sam Altman said it's "quite terrible" that DRAM sits mostly unused inside consumer devices, since he estimates it's active only about 5% of the time. He argued memory would be better utilized in data centers, which run hardware near-continuously, citing PCs with local AI features and open-source LLMs as examples of inefficient use.
techspot.com
· 2026-10-31
OpenAI CEO Sam Altman said on the Cheeky Pint podcast that people running AI models locally on personal computers is an inefficient use of the world's limited DRAM supply. He argued that cloud-based inference through hyperscalers achieves better utilization than individual users hoarding memory chips for home use. His remarks came as Intel shares fell nearly 30 percent Friday amid a PC market slowdown that analysts linked partly to AI-driven component shortages.
futurism.com
· 2026-10-30
SK Hynix reported Q3 2026 revenue of 104.6 trillion won ($78 billion), up 32% from the prior quarter, with operating profit of 83.3 trillion won and net profit of 39.8 trillion won, marking the first time it has topped 100 trillion won in quarterly revenue. The company credited surging DDR5 server memory sales, early HBM4 shipments, and growing NAND demand, and said it expects memory shortages driven by AI infrastructure buildout to continue for years.
techspot.com
· 2026-10-29
An engineering leader argues that as companies route entry-level coding tasks to AI agents, fewer juniors get the hands-on experience needed to become senior engineers. He compares the looming shortage of experienced engineers to the recent DRAM chip shortage, where demand outpaced supply that couldn't be scaled quickly. He says senior engineers themselves now bear responsibility for deliberately training replacements rather than letting AI erase the bottom of the career ladder.
blog.herlein.com
· 2026-09-18
Amazon has cut the price of Crucial's 4TB T705 SSD to $502.51, down from nearly $700 a few weeks ago and its lowest price since February. That makes it the most affordable PCIe Gen 5 drive currently available, undercutting the Samsung 990 Evo Plus by about $60 despite offering true four-lane Gen 5 performance.
tomshardware.com
· 2026-09-09
Newegg is selling a TeamGroup T-Force Delta RGB 32GB (2x16GB) DDR5-5200 memory kit for $389.99 using coupon code LUYRF228, down from $429.99. The kit runs at 5,200 MT/s with 40-40-40-76 timings, making it a mid-tier option rather than a top-speed choice for enthusiasts.
tomshardware.com
· 2026-09-08