⚠️ Lo sciopero in Samsung mette pressione alla produzione di memorie HBM, cruciali per l’AI: la supply chain dei chip torna sotto i riflettori. #Samsung #HBM

🔗 https://www.tomshw.it/hardware/samsung-sciopero-chip-hbm

HBM Healthcare a vu son bénéfice net s'envoler en 2025/26

Comme attendu, HBM Healthcare a vécu un exercice 2025/26, clos fin mars, faste. La société de participations zougoise active dans la biotech a engrangé un bénéfice net de 272 millions de francs, contre 18,5 millions un an auparavant. Les actionnaires se voient proposer un dividende de 9 francs par action, contre 7,5 francs au titre de 2024/25. #HBM #news

https://www.awp.ch/sharedarticles?articleid=-1976934913

HBM steigert Jahresgewinn kräftig und erhöht Dividende

Die Beteiligungsgesellschaft HBM Healthcare hat im Geschäftsjahr 2025/26 (per Ende März) einen deutlichen Gewinnsprung erzielt. Davon sollen auch die Aktionäre in Form einer erhöhten Dividende profitieren. Für das bereits angelaufene Geschäftsjahr zeigt sich das Management zuversichtlich. #HBM #news

https://www.awp.ch/sharedarticles?articleid=-1976934738

Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа

Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать

https://habr.com/ru/companies/ruvds/articles/1033394/

#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.

2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.
Why it matters beyond embedded: legacy hardware residual values are inverting. Decommissioned switches, storage controllers, automation gear, and test instruments built ~2014–2022 are shifting from "candidate for shred" to "candidate for harvest and resale."
https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #technology

The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.

https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/

#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory