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HBM

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Infographic: Nvidia AI server price hike from HBM memory shortage. Server ASP +35%, HBM price +60%, system cost +45-70%, device BOM +55% QoQ, driven by Samsung/SK Hynix supply constraints and AI demand

AI · 08/28/2026

Nvidia’s AI Server Price Hike Is the Memory Shortage That Already Cost You $100 on a Galaxy Fold

Nvidia's AI server prices are set to increase by over 15 percent due to surging memory costs from suppliers like Samsung and SK Hynix.…

4 MIN

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Nvidia-SK Hynix $500B Deal — The HBM Scarcity Play, featuring stacked AI memory chips, from m1k.tech

AI · 07/27/2026

Nvidia’s $500 Billion SK Hynix Deal Is About Memory Scarcity, Not Chips

Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…

4 MIN

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AI · 06/28/2026

AMD’s MEXT Acquisition Is More Important Than Markets Realize. Here’s How It Solves the Memory Bottleneck.

AMD's acquisition of MEXT aims to address rising memory costs by enhancing flash storage capabilities, offering 2-4x effective capacity while reducing expenses. This strategic…

9 MIN

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Nvidia’s AI Server Price Hike Is the Memory Shortage That Already Cost You $100 on a Galaxy Fold

Nvidia’s $500 Billion SK Hynix Deal Is About Memory Scarcity, Not Chips

AMD’s MEXT Acquisition Is More Important Than Markets Realize. Here’s How It Solves the Memory Bottleneck.

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