Tag: NAND

Why RAM Not GPUs Will Be the Real AI Chokepoint in 2026

While the tech world has spent years obsessing over GPU supply, 2026 has revealed a different kind of bottleneck. A structural "RAMpocalypse" is currently unfolding as data centers consume 70% of global

Why the 2026 Memory Shortage is Fueling Record Sandisk Gains While Threatening Personal Computers

A structural reallocation of memory manufacturing toward AI infrastructure has triggered a global RAM and NAND shortage in 2026. While the "supply crunch" has sent Sandisk (SNDK) stock up over 70% in ear

This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies.