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HDD delivery delays extended to 2 years QLC NAND production capacity was sold out ahead of schedule
AI-Driven Storage Crunch: QLC NAND Set to Overtake TLC by 2027
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SK Hynix and NVIDIA Reach HBM4 Supply Agreement, with Prices Up 50%
The forecast of next year, about HBM4& DRAM
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Nvidia supplier SK Hynix has already sold next year’s chips on AI boom
South Korean chipmaker points to difficulty in meeting demand as it posts record profits
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Intel CPU chip inventory is running low: expected to be exhausted in Q1 2026, and decided to raise prices to adjust supply and demand
On October 24 that Intel Chief Financial Officer (CFO) David Zinsner pointed out in an interview with Barron's today that as demand for server and personal computer processors far exceeded expectations, the company's chip inventory is rapidly depleting.