DRAM

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DRAM manufacturers explore new designs to overcome 3D stacking hurdles

DRAM manufacturers are exploring new designs to overcome challenges in 3D stacking. Efforts include horizontal capacitors, capacitor-less designs, and advanced lithography. The aim is to enhance memory density and efficiency, benefiting data centers and AI applications. These developments, though promising, will require years of research before commercial viability.
Hardware

DRAM and NAND flash revenues set to soar 75% as AI demand continues to surge

The DRAM and NAND flash industries are expecting significant revenue increases driven by AI demand. DRAM revenue is projected to reach $90.7 billion in 2024 and $136.5 billion in 2025. NAND flash revenue will rise to $67.4 billion in 2024 and $87 billion in 2025. This surge might lead to higher prices for end consumers.
Tech