Artificial intelligence has turned memory into a strategic resource. Training and running large models demands vast, fast memory close to the processor, and that appetite is reshaping chip design and data center economics alike. For many AI systems, memory bandwidth – not raw compute – is the true limit. This has pushed high-bandwidth memory from… Continue reading Why AI Made Memory the New Strategic Resource
Author: Hannah Berg
Hannah Berg reports on memory and storage technology - from RAM and semiconductors to the data infrastructure behind modern computing. Her monthly briefings translate the memory market into plain language.
Beyond DRAM and Flash: The New Memory Hierarchy
DRAM and flash have defined memory and storage for a generation, but a wave of alternatives is maturing. Technologies that blur the line between fast volatile memory and durable storage promise systems that remember instantly and lose nothing on power failure. Adoption is gradual, because the entire software stack assumes today’s split between memory and… Continue reading Beyond DRAM and Flash: The New Memory Hierarchy
Understanding the Boom-and-Bust Memory Market
The memory market is famously cyclical, swinging between glut and shortage as demand and fab capacity fall out of step. These cycles ripple through the price of everything from laptops to cloud services, yet they follow patterns worth understanding. Capacity takes years to build but demand can shift in months, so oversupply and scarcity alternate… Continue reading Understanding the Boom-and-Bust Memory Market
The Memory Wall: Why Faster Chips Aren’t Enough
For decades, computing improved by making processors faster. Increasingly, the bottleneck is not compute but memory – how quickly data can be fed to those hungry cores. The gap between processor speed and memory speed, long called the memory wall, now shapes the design of everything from phones to data centers. New approaches, from high-bandwidth… Continue reading The Memory Wall: Why Faster Chips Aren’t Enough