The RAM Shortage Is a Transition, Not a Breakdown
By Jason Zhou, Analyst, DC Byte Abundant, cheap RAM is a thing of the past. Across the technology stack, pricing has surged, availability has tightened, and procurement
By Jason Zhou, Analyst, DC Byte Abundant, cheap RAM is a thing of the past. Across the technology stack, pricing has surged, availability has tightened, and procurement
1Q26 conventional DRAM contract prices raised to +90–95% QoQ; NAND Flash to +55–60% QoQ CSPs, server OEMs, and PC OEMs broadly face DRAM supply gaps;
By Gaurab Majumdar, Global Electronics Association Key Summary: Skills, standards, and reliability will define competitiveness as the global electronics ecosystem becomes more complex and quality-driven.
By Shawn DuBravac, Global Electronics Association Growth is concentrated in AI infrastructure, defense electronics, and energy systems, making strategic product alignment critical for electronics manufacturers
AI build-outs, cloud/data-center demand, and next-gen manufacturing (from advanced packaging to “ångström-era” tools) are aligning to push chips toward a trillion-dollar decade. Here’s the where,