Reading up on Samsung
8 deep · digging since dec 04, 25
- Google’s New Phone Comes With Plenty of A.I. Does Anyone Want That?
Google’s latest phone integrates AI for tasks like grocery ordering and photo taking, but users question whether they actually want these features.
- Massive demand from AI data centers drives up computer memory prices : NPR
AI-driven demand for memory in data centers has caused RAM prices to double or more, challenging the expectation that tech continually gets cheaper.
- Why Is Everyone Trying to Build a Solid-State Battery?
Solid-state batteries replace flammable liquid electrolytes with solid materials to boost energy density, improve safety, and enable lithium‑metal anodes by suppressing dendrite growth.
- The AI Trade Hits Overdrive, Powering Stocks to Historic Gains - WSJ
The S&P 500 surged 16% in April-May fueled by memory-chip stocks, reminiscent of the dot-com boom, and history suggests further gains ahead.
- AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ
Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.
- Smartphone market forecast to decline this year due to memory shortage
Worldwide smartphone shipments are forecast to decline 12.9% in 2026 due to a memory shortage, driving average selling prices up 14% and threatening low-end manufacturers.
- The RAM Shortage Comes for Us All
AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.
- Average DRAM price in USD over last 18 months
Average DDR4 and DDR5 RAM prices have spiked sharply over the past 18 months, with many configurations at or near all-time highs.