‘Our demand fulfillment rate is now at a record low’ says Samsung as it makes its DRAM 90% more expensive than the previous quarter

via seekingalpha.com

Short excerpt below. Read at the original source.

There are two very different worlds out there. One is the world that you and I live in, the world of the consumer, where we scrape together whatever scraps of expensive memory we can find after the rest has been handed off to AI datacentres. The other is the world of chipmakers and shareholders, where […]

Read at Source