Samsung warns the RAM shortage will last through 2027, maybe 2028
THE SO WHAT
Samsung projecting AI-driven RAM shortages into 2027–2028 means elevated memory prices are a planning baseline, not a blip. Hardware and infra teams should design for memory efficiency—through software optimization, tiered storage, or alternative architectures—because ‘just add more RAM’ is now a strategic cost decision.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechHere’s how Big Oil cashed in on the historic supply crunch
Quadrupled combined profits for ExxonMobil and Chevron during a wartime supply crunch is a reminder that geopolitical shocks still dominate energy input costs. If your AI or data infra roadmap assumes cheap, stable power, run the scenario where that assumption breaks for 12–24 months.
Deep & Emerging TechSources: NXP is in talks to buy Ambarella, which has a market cap of ~$3.3B and makes image-processing chips for security cameras and self-driving cars
If NXP folds Ambarella’s vision silicon into its portfolio, edge perception for autos and security gets more vertically integrated. OEMs depending on mix-and-match camera stacks should map supplier concentration risk now—your next-gen sensor roadmap may be negotiating with a smaller club.
Deep & Emerging TechEric Trump Expands Family’s Defense Portfolio With Space-Eyes
Political families extending into defense software highlights how dual-use sensing and analytics are becoming a strategic influence lever, not just a procurement line item. For contractors and startups in this space, governance optics and conflict-of-interest scrutiny are now part of the go-to-market calculus.
Deep & Emerging TechKeeper Security's top-rated password manager is now 50% off, and it's the best security upgrade you'll make this year
Consumer-grade password managers going on deep discount is a reminder that credential hygiene is still the cheapest, highest-leverage security control most orgs underutilize. If you’re rolling out AI tools that touch sensitive systems, standardize on an enterprise password manager before you worry about exotic threats.