CIRCLE WITH A DOT

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The AI memory super-cycle has a shadow story.
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The AI memory super-cycle has a shadow story.2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.https://www.buysellram.com/blog/the-other-memory-crisis-2d-nand-prices-spike-2-3x-as-samsung-micron-and-sk-hynix-walk-away/#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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IEEE Spectrum: AI Is Insatiable
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IEEE: "...AI is a resource hog. AI electricity consumption could account for up to 12 percent of all U.S. power by 2028. Generative AI queries consumed 15 terawatt-hours in 2025 and are projected to consume 347 TWh by 2030. Water consumption for cooling AI data centers is predicted to double or even quadruple by 2028 compared to 2023...." #AI #climateemergency