DRAM and NAND prices skyrocket 10x: The real cause of memory price surge and the structure and limits of the AI-driven super cycle はてなブックマーク - 人気エントリー - テクノロジー 07-22 12:25
Comet shares surge 10% after Bank of America double-upgrade on NAND activity Stock Market News 07-09 18:13
Memory price surge begins to cool as consumers hit affordability limit — AI demand still keeps DRAM and NAND prices climbing through Q3 2026 Tom's Hardware 07-04 20:47
SK hynix to invest $712.5 billion in South Korean operations — Cheongju NAND expansion, Yongin Semiconductor Cluster for DRAM detailed Tom's Hardware 07-03 01:28
AI MEMORY BOOM ADDS TO U.S. INFLATION Wolfe Research says soaring memory chip prices, driven by AI demand, have added about 0.3 percentage points to U.S. core inflation. Rising DRAM and NAND costs are pushing up computer and smartphone prices, with Apple expected to raise prices on several products. Wolfe warns AI is becoming an inflation driver rather than a disinflationary force. *Walter Bloomberg (@DeItaone) / Twitter 06-30 21:36
