Rising AI demand pushes up prices for DRAM, NAND, SSDs, and HDDs
The big picture: Multiple manufacturers have recently frozen or hiked memory and storage prices as demand from AI data centers surges, and executives warn the situation may get worse before it gets better. Across the industry, AI and cloud giants are displacing traditional memory makers, while DDR4 RAM – once the backbone of PCs and servers – is slowly being phased out. The result is a perfect storm that's upending supply chains and reshaping the economics of the memory market.
Offers 8-16x more capacity per stack than current HBM implementations
What just happened? At its first big investor event since breaking off from Western Digital, SanDisk unveiled something it's been cooking up to take a bite out of the hot AI market. The company has a new memory architecture called high-bandwidth flash that fuses the massive storage capacity of 3D NAND with the kind of bandwidth offered by HBM.