This is a really good document.
I suppose there are many ways to interpret it, yet, what strikes me is the fact that one needs at least 2xDGX Spark, with 128GB of LPDDR5x memory each, to run just a 27B model (hopefully not quantized) at 20 toks/s.

It's so wasteful. Perhaps, this is what happens when a vendor doesn't have any competitors. Besides, experts in the field, such as Yann LeCun, keep saying GPT tech is already deprecated🤷‍♂️

#nvidiafication #AI #environment #monopoly #memoryshortage

LLMs are unaware of the current DDR memory prices, and are shocked by it. 😬

"This cart has a critical pricing error on the RAM"

, Qwen 3.6 by Alibaba (while showing screenshot of cart containing DDR4 at current prices).

⚠️ Gemini Pro, by Google, had the same kind of inferences (seriously, and it makes one wonders what difference does it make taking all the chips, if their products remain not great, as per design ie out of date, and hallucinating).

#DDR4 #memoryshortage #chipshortage

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 Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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 Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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 Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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

The Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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 Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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 #tech

The Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

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 Other Memory Crisis: 2D NAND Prices Spike 2–3x as Samsung, Micron, and SK Hynix Walk Away

2D NAND prices spike 2–3x in 2026 as Samsung, Micron, and SK Hynix exit legacy flash—why it matters for embedded, industrial, and IT asset markets.

BuySellRam

... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...

A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix

Samsung Union Strike Could Backfire, Handing Windfall to SK hynix

A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.

Seoul Economic Daily