The available history contains 28 observations from 2024-01-07 to 2026-10-13. These are recorded dates, not proof of the earliest available publication; missing intervals are not interpolated.
Morgan Stanley lifted its fourth-quarter NAND contract forecast to +15-20% and enterprise SSD to +23-28%, as US cloud buyers switch from TLC plus HDD to QLC for AI inference caching while PC DRAM output is set to fall over 20%.
SK hynix unveiled a rack-scale memory system claiming up to 5x faster time-to-first-token, while Cisco and NVIDIA drafted a 400G-lane optics form factor.
TrendForce projects conventional DRAM contract prices to rise 10-15% quarter on quarter in 4Q26 and NAND Flash 15-20%, with enterprise SSDs the only category where price growth accelerates, as AI inference build-outs push 2026 enterprise SSD bit demand up more than 80% year on year.
TrendForce projects conventional DRAM contract prices up 10-15% quarter on quarter and NAND Flash up 15-20% in 4Q26, with enterprise SSD the only category accelerating, while NVIDIA's NVHBM pushes Micron and Samsung toward foundry-made base dies.
NVIDIA's DGX Spark 128GB jumps from a $3,999 launch price to about $6,950 while a new 64GB model arrives at $4,999 on 23 October, and ServeTheHome reports paying around $2,000 for 64GB ECC RDIMMs as Intel's 144-288 core Xeon 6+ stack reaches broader supply.
Nvidia will launch a 64GB DGX Spark at $4,999 on 23 October while lifting the 128GB model to about $6,950 from its $3,999 launch price, a direct pass-through of sharply higher memory costs.