DRAM Shortage Won’t End in 2026: Why NVIDIA Just Told Fabs to “Build More, We’ll Buy it All” DRAM ShortagNVIDIA CEO Jensen Huang declares the DRAM shortage won't end in 2026, pledging to buy all HBM4 capacity for the Vera Rubin platform. Explore the AI memory supercycle.

Jensen Huang: "Whatever you can build, we will take." With the Vera Rubin platform on the horizon and HBM4 demand hitting fever pitch, we are entering a structural "AI Memory Supercycle".
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#AI #DRAM #DRAMShortage #HBM #DataCenter #NVIDIA #VeraRubin #RAM #RAMMarket

Samsung’s 100% DRAM Price Hike and Why Even Apple Had to Pay Up Samsung’s 100% DRAM price hike has sparked the 2026 memory crisis. AI-driven HBM production shifts, Apple’s acceptance of doubled pricing, and shrinking DDR4 supply are reshaping the global market. AI...

In Q1 2026, Samsung Electronics finalized DRAM contracts with price increases exceeding 100%.
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#DRAM #MemoryMarket #AIInfrastructure #HBM #DDR4 #Semiconductor #DataCenter #SupplyChain #DDR5 #Samsung #Apple #RAMMarket