#dram-shortage

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fromBusiness Insider
1 day ago

The AI race is pushing up Dell computer prices. Here's what to expxect, and what the PC giant is telling its sales staff.

Starting December 17, the computer maker is set to hike prices across its commercial product lines, according to an internal list of upcoming price changes sent to staff on December 9 and seen by Business Insider. The list outlines price hikes for Dell'scommercial business - meaning its sales to corporate clients rather than individual consumers. The commercial business accounts for about 85% of Dell's annual revenue in the Client Solutions Group (CSG), the division that sells laptops and PCs, according to its latest annual results.
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fromArs Technica
1 week ago

After nearly 30 years, Crucial will stop selling RAM to consumers

AI-driven demand for high-bandwidth DRAM has caused severe, sustained shortages and sharply higher prices, shifting production from consumer memory to enterprise HBM.
Tech industry
from24/7 Wall St.
1 week ago

Should AMD Investors Worry About Google TPUs and the DRAM Shortage?

Advanced Micro Devices shares fell ~18% in November but still present a buying opportunity despite high P/E amid GPU competition from Google TPUs and DRAM shortages.
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