35 posts
The Hot Take: When you fix RAM prices you'll get this. Wonder when the Class Action Suites for pricing fixing get started.
Samsung Electronics is expected to deliver one of its strongest quarterly performances on record, driven largely by a sharp upswing in the global DRAM market. Forecasts for Q1 2026 point to operating profit reaching approximately $23.
Read the full articleThe Hot Take: Did they set the goal AFTER stating 32GB ram is more than enough for windows 11? I'm sorry loving my 64GB and would double it if I didn't have to sell a kidney.
A recent X post by Mikhail Parakhin, who was the former boss of Windows and Bing, revealed that years ago, Microsoft engineers had an internal â20/20 projectâ that had a goal of reducing Windowsâs idle RAM usage and installation size. Parakhin, who had several titles at Microsoft, was replying to a post by the present Windows President, Pavan Davuluri, about Microsoftâs commitment to Windows quality, which, if you havenât heard already, is the companyâs attempt at fixing Windows 11 from the ground up. Mikhail Parakhin talking about 20/20âŚ
Read the full articleThe Hot Take: Is this why they left the consumer market? Going to a different market other than Ai to make more money with?
Micron has outlined a significant increase in memory requirements for future autonomous vehicles, with the company stating that Level 4 (L4) self-driving systems could demand more than 300GB of RAM per vehicle.
Read the full articleThe Hot Take: Only going to shoot costs up on Ai accelerators and RAM or Samsung Chips.
Samsung Electronics' labor union has voted overwhelmingly to initiate dispute proceedings following a breakdown in wage negotiations, raising concerns over potential disruptions to the supply of HBM4 memory for Nvidia's next-generation AI accelerators.
Read the full articleThe Hot Take: So we can lock in that price gouging?
Samsung is reportedly pushing memory customers into surprise three- to five-year supply contracts. It thinks it can spot price swings âearly onâ and adjust investment before it gets caught with too much new capacity and nowhere to ship it. Samsung chief executive Jun Young-hyun said, âWe are now working with our major customers to shift this transaction environment toward fixed-term supply contracts, three- to five-year contracts. We expect to be able to identify fluctuations [in the market] early on and, because we are aware of them inâŚ
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