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Micron Forecasts Extended DRAM Shortages Through 2026 as AI Demand Overwhelms Supply

Micron Forecasts Extended DRAM Shortages Through 2026 as AI Demand Overwhelms Supply

Micron Technology reports record revenue but warns that DRAM shortages will persist beyond 2026 due to insatiable demand for high-bandwidth memory in AI and data centers. The imbalance is forcing major customers into multi-year supply agreements, diverting resources from consumer markets and driving up prices across the board.
SK Hynix Unveils Next-Gen PIM DRAM: Accelerating AI Workloads Beyond Memory Bottlenecks

SK Hynix Unveils Next-Gen PIM DRAM: Accelerating AI Workloads Beyond Memory Bottlenecks

SK Hynix has developed a groundbreaking Processing-in-Memory (PIM) solution integrated into high-bandwidth memory, dramatically accelerating AI computations by bypassing traditional GPU bottlenecks. This innovation enables large language models to run up to 16 times faster while slashing power consumption by 80%, marking a potential inflection point for AI hardware infrastructure.
Tesla's Dojo Supercomputer Shutdown Signals Deeper Talent Crisis in AI Race

Tesla's Dojo Supercomputer Shutdown Signals Deeper Talent Crisis in AI Race

Tesla has disbanded its ambitious Dojo supercomputer project following a mass exodus of AI talent, forcing a strategic pivot toward third-party chips. The move exposes critical leadership and retention challenges as Elon Musk's automaker scales back its vertically integrated AI vision for autonomous vehicles.