NewsletterTFOptical Links Rethink AI's Memory Bind
How will optical links change AI memory in May 2026? Learn why moving from physical stacking to light signals helps AI processors run faster.
#aimemory, #opticalinterconnect, #hbm4, #techinnovation, #aihardware
Engineers are moving away from stacking memory chips to using light. This new method could increase AI memory capacity by several times compared to current limits.
#aimemory, #opticalinterconnect, #hbm4, #techinnovation, #aihardware
https://newsletter.tf/optical-links-ai-memory-may-2026/
NERDS.xyz – Real Tech News for Real Nerds [Unofficial]SK hynix wants to stop AI memory from cooking itself with new iHBM cooling tech
https://fed.brid.gy/r/https://nerds.xyz/2026/05/sk-hynix-ihbm-ai-memory-cooling/
Chinstrap CommunityOmi - Open-source AI wearable for memory
Cossmology Profile: https://dub.sh/xYDiovX
Key People: Nik Shevchenko, Aarav Garg, Joan Cabezas
SAIHMAgents that forget aren't really agents. SAIHM — Sovereign AI Horizontal Memory: persistent, encrypted, GDPR-compliant memory across sessions and operators. Apache 2.0. https://saihm.coti.global #AIMemory #LLM
aicoder
General Strike NowChoi earlier said around 41,000 unionized workers had expressed their intention to participate in the planned 18-day general strike, adding that the ...#AImemory #artificialintelligence #bonuspayments #compensationpackage #generalstrike #government-mediatedtalks #laborunions #memorychipmaker #NationalLaborRelationsCommission #operatingprofit #performance-basedbonuses #samsung #SamsungElectronics #semiconductordivision #semiconductorindustry #strike #wagenegotiations #wagenegotiationsSamsung #korea #southkorea #news #northkorea #thekoreatimes #koreatimes #koreatimes #koreannewsinenglish #seoul
Samsung Electronics, gov't propose resuming wage talks; union rejects offer - The Korea Times
Samsung Electronics, gov't propose resuming wage talks; union rejects offer - The Korea Times
Alex BSRThe 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."
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
Alex S.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.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
Alex S.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