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NAND

Samsung says it has cracked low-power NAND – and maybe neuromorphic computing

Research paper says it works under real-world conditions, and may offer a neuromorphic AI solution.

Memory is hot property amid AI boom, as Micron sells out of HBM through 2025

For LLMs “GPU RAM is actually one of our most valuable commodities. It's frequently the bottleneck, not compute…”

Micron halves CapEx, warns of “most severe imbalance” in memory market since 2008

Micron is cutting spending on memory chip fabrication by 50% in 2023 and slashing 10% of its workforce, or some 5,000 jobs, with the semiconductor firm’s CEO Sanjay Mehrotra warning the memory market is facing “the most severe imbalance between supply and demand in both DRAM and NAND

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