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#AI晶片
32GB RAM Prices Blow Past $1,200: AI Is Eating Up All the Wafer Capacity, So Micron Just Killed Crucial
DDR5 prices have quintupled in six months, and Micron even axed its own consumer RAM brand Crucial to chase AI orders. The root cause of this price surge isn't a supply shortage—it's that AI companies worldwide have bought up all the wafer capacity.
Microsoft's Maia 300 Reportedly Debuting in September: From 116K to 300K Units, This Time It's Really Breaking Away from Nvidia
Reports suggest Microsoft will unveil its AI chip Maia 300 as early as September, with an initial order of over 300,000 units placed with TSMC and a long-term target of 1 million units—2.6 times the scale of its predecessor. The chip is seen as a key bargaining chip in courting Anthropic.
SK Hynix Drops $38.1B on New Fabs — PC and Phone Buyers Won't Catch a Break Until 2029
SK Hynix has announced a 54 trillion won investment to build two new memory fabs, going all-in on AI data center demand. But production won't ramp up until 2029 at the earliest, meaning memory prices for everyday PCs and phones won't be easing up anytime soon.