[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"nav-categories":3,"article-memory-is-back-on-top-samsung-sk-hynix-and-micron-ride-the-ai-supercycle":70},{"data":4},[5,37,57,64],{"name":6,"slug":7,"categories":8},"Productivity","productivity",[9,13,17,21,25,29,33],{"id":10,"title":11,"slug":12},17,"Branding","branding",{"id":14,"title":15,"slug":16},19,"Marketing","marketing",{"id":18,"title":19,"slug":20},20,"Work","work",{"id":22,"title":23,"slug":24},34,"Community","community",{"id":26,"title":27,"slug":28},21,"For newbies","for-newbies",{"id":30,"title":31,"slug":32},24,"Investment","investment",{"id":34,"title":35,"slug":36},22,"Finance","finance",{"name":38,"slug":39,"categories":40},"Tech","tech",[41,45,49,53],{"id":42,"title":43,"slug":44},28,"Technology","technology",{"id":46,"title":47,"slug":48},32,"Artificial Intelligence","artificial-intelligence",{"id":50,"title":51,"slug":52},26,"Security and protection","security-and-protection",{"id":54,"title":55,"slug":56},31,"YouTube Blog","youtube-blog",{"name":58,"slug":59,"categories":60},"News","news",[61],{"id":62,"title":58,"slug":63},18,"quasanews",{"name":65,"slug":66,"categories":67},"Business","business",[68],{"id":69,"title":65,"slug":66},16,{"post":71,"published_news":95,"popular_news":154,"categories":219},{"title":72,"description":73,"meta_title":72,"meta_description":74,"meta_keywords":75,"text":76,"slug":77,"created_at":78,"publish_at":79,"formatted_created_at":80,"category_id":42,"links":81,"view_type":84,"video_url":85,"views":86,"likes":87,"lang":88,"comments_count":87,"category":89},"Memory Is Back on Top: Samsung, SK Hynix, and Micron Ride the AI Supercycle","The artificial intelligence (AI) revolution has ignited a historic boom in the memory market, propelling global DRAM revenue to an estimated $231 billion by 2026. Semiconductor giants Samsung, SK Hynix, and Micron are reaping unprecedented profits as demand surges, marking the dawn of what industry insiders are calling a \"supercycle.\" This resurgence, driven by AI’s insatiable appetite for data, is reshaping the landscape of memory production and supply chains worldwide.","The artificial intelligence (AI) revolution has ignited a historic boom in the memory market, propelling global DRAM revenue to an estimated $231 billion by 2026","This resurgence, driven by AI’s insatiable appetite for data, is reshaping the landscape of memory production and supply chains worldwide.","\u003Cp>The artificial intelligence (AI) revolution has ignited a historic boom in the memory market, propelling global DRAM revenue to an estimated $231 billion by 2026. \u003Ca href=\"https://quasa.io/media/taiwan-firmly-rejects-u-s-50-50-proposal-for-semiconductor-production-split\">Semiconductor\u003C/a> giants \u003Ca href=\"https://quasa.io/media/warning-for-wearables-swollen-battery-in-samsung-galaxy-ring-forces-emergency-removal\">Samsung\u003C/a>, SK Hynix, and Micron are reaping unprecedented profits as demand surges, marking the dawn of what industry insiders are calling a "supercycle." This resurgence, driven by AI’s insatiable appetite for data, is reshaping the landscape of memory production and supply chains worldwide.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>A Snapshot of Quarterly Performance\u003C/strong>\u003C/h4>\n\n\u003Cp>\u003Cstrong>\u003Cimg alt=\"\" class=\"image-align-left\" height=\"261\" src=\"https://quasa.io/storage/photos/00/photo_2025-11-02_18-47-55.jpg\" width=\"300\" />The financials paint a vivid picture of this explosive growth:\u003C/strong>\u003C/p>\n\n\u003Cul>\n\t\u003Cli>\u003Cstrong>Samsung:\u003C/strong> Reporting a net profit of $8.6 billion, with $4.9 billion attributed to chip sales, the South Korean titan is capitalizing on its dominant position.\u003C/li>\n\t\u003Cli>\u003Cstrong>SK Hynix:\u003C/strong> With a profit of $8.8 billion, the company has labeled the current market a "supercycle," having already sold out its production capacity through 2026.\u003C/li>\n\t\u003Cli>\u003Cstrong>Micron:\u003C/strong> Posting a net profit of $3.2 billion, the U.S.-based firm confirms a parallel surge in demand, solidifying the trend across the industry.\u003C/li>\n\u003C/ul>\n\n\u003Cp>These figures underscore a market where memory chips are no longer just components—they are the backbone of AI innovation.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>What’s Fueling the Fire?\u003C/strong>\u003C/h4>\n\n\u003Cp>\u003Cimg alt=\"\" class=\"image-align-right\" height=\"169\" src=\"https://quasa.io/storage/photos/00/image - 2025-11-02T190029.468.jpg\" width=\"300\" />The star of this memory renaissance is High Bandwidth Memory (HBM), a multi-layered memory type positioned adjacent to processors. HBM’s ability to handle massive data volumes at lightning speed is critical for training large AI models, making it a cornerstone of next-generation computing.\u003C/p>\n\n\u003Cp>However, the demand isn’t limited to HBM. Standard DRAM is also in short supply, as data centers ramp up server purchases for inference - running pre-trained models to process queries and generate responses. This approach often proves more cost-effective than maintaining sprawling training clusters, further amplifying the need for memory.\u003C/p>\n\n\u003Chr />\n\u003Ch4>\u003Cstrong>OpenAI’s Stargate Strategy Adds Fuel\u003C/strong>\u003C/h4>\n\n\u003Cp>OpenAI is pouring gasoline on this fire with its ambitious Stargate project. The company has inked preliminary agreements with Samsung and SK Hynix to secure up to 900,000 DRAM wafers per month—a staggering figure that exceeds twice the current global HBM capacity, according to SK Hynix estimates. This deal signals OpenAI’s intent to build an AI infrastructure on an unprecedented scale, driving memory demand to new heights.\u003C/p>\n\n\u003Ch3>\u003Cstrong>What Lies Ahead?\u003C/strong>\u003C/h3>\n\n\u003Cp>\u003Cstrong>\u003Cimg alt=\"\" class=\"image-align-right\" height=\"169\" src=\"https://quasa.io/storage/photos/00/image - 2025-11-02T190025.041.jpg\" width=\"300\" />The trajectory for the memory market looks robust:\u003C/strong>\u003C/p>\n\n\u003Cul>\n\t\u003Cli>\u003Cstrong>HBM Growth:\u003C/strong> Demand for HBM is projected to grow by more than 30% annually over the next five years.\u003C/li>\n\t\u003Cli>\u003Cstrong>Memory Shortage:\u003C/strong> The deficit is expected to persist at least until the end of 2026, potentially stretching into early 2027.\u003C/li>\n\t\u003Cli>\u003Cstrong>Rising Costs:\u003C/strong> Companies that failed to lock in supplies early are now paying premium prices. HBM production lines have taken priority, while standard DRAM prices are rising in tandem.\u003C/li>\n\u003C/ul>\n\n\u003Cp>However, skepticism lingers. OpenAI’s aggressive forecasts could be adjusted downward if the \u003Ca href=\"https://quasa.io/media/stargate-project-stalls-six-months-after-trump-altman-and-son-s-500-billion-ai-pledge\">Stargate project\u003C/a> encounters hurdles. Even so, the market remains intensely strained, with manufacturing capacities struggling to keep pace with AI-driven demand.\u003C/p>\n\n\u003Chr />\n\u003Cp>\u003Cstrong>Also read\u003C/strong>:\u003C/p>\n\n\u003Cul>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/how-youtuber-and-indie-hacker-marc-lou-tackled-the-fake-revenue-screenshot-problem\">How YouTuber and Indie Hacker Marc Lou Tackled the Fake Revenue Screenshot Problem\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/openai-is-turning-chatgpt-into-a-boring-nerd\">OpenAI Is Turning ChatGPT into a Boring Nerd\u003C/a>\u003C/li>\n\t\u003Cli>\u003Ca href=\"https://quasa.io/media/french-parliament-to-consider-bill-on-state-bitcoin-reserve\">French Parliament to Consider Bill on State Bitcoin Reserve\u003C/a>\u003C/li>\n\u003C/ul>\n\n\u003Chr />\n\u003Ch4>The New Law of the Chip World\u003C/h4>\n\n\u003Cp>In this evolving landscape, a new axiom is emerging: those who secure memory supplies early will shape the future of AI. The race to stockpile DRAM and HBM is not just about meeting current needs - it’s about ensuring dominance in the AI era. For now, the winners are clear, but the challenge of scaling production to match this relentless demand will define the next chapter in the chip world’s saga.\u003C/p>","memory-is-back-on-top-samsung-sk-hynix-and-micron-ride-the-ai-supercycle","2025-11-02T18:02:54.000000Z","2025-11-07T11:53:00.000000Z","07.11.2025",{"image":82,"thumb":83},"https://quasa.io/storage/images/news/LGRDZdE0T9iRyAasc3xr1qTwg9o29MW9kdyCub9R.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/LGRDZdE0T9iRyAasc3xr1qTwg9o29MW9kdyCub9R.jpg","small",null,3264,0,"en",{"id":42,"title":43,"slug":44,"meta_title":90,"meta_description":91,"meta_keywords":92,"deleted_at":85,"created_at":93,"updated_at":94,"lang":88},"Quasa media blog about growth hacking in Tech","All the most interesting and useful about technologies. Exclusive articles from technologies you won't find anywhere else.","Technology, tech, business, ai, gadget, gadgets, life hacks","2023-03-23T08:15:32.000000Z","2024-08-25T15:37:57.000000Z",[96,109,120,131,142],{"title":97,"description":98,"slug":99,"created_at":100,"publish_at":101,"formatted_created_at":102,"category":103,"links":104,"view_type":84,"video_url":85,"views":107,"likes":87,"lang":88,"comments_count":87,"is_pinned":108},"China’s Five-Year Plans Strike Again: How Centralized Vision and Competitive Freedom Are Powering the Next Frontier of Brain-Computer Interfaces","In an era of breakneck technological change, China’s much-maligned five-year planning system is proving surprisingly effective. Far from the rigid, top-down micromanagement of the Soviet era, Beijing’s modern industrial strategies deliberately avoid over-specifying every detail.","china-s-five-year-plans-strike-again-how-centralized-vision-and-competitive-freedom-are-powering-the-next-frontier-of-brain-computer-interfaces","2026-03-28T17:45:42.000000Z","2026-04-10T11:36:00.000000Z","10.04.2026",{"title":43,"slug":44},{"image":105,"thumb":106},"https://quasa.io/storage/images/news/9e878UicRgHXBtTQ74llERUUJHi9VJhY6RrS6GzZ.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/9e878UicRgHXBtTQ74llERUUJHi9VJhY6RrS6GzZ.jpg",139,false,{"title":110,"description":111,"slug":112,"created_at":113,"publish_at":114,"formatted_created_at":102,"category":115,"links":116,"view_type":84,"video_url":85,"views":119,"likes":87,"lang":88,"comments_count":87,"is_pinned":108},"This AI Will Tell You Exactly How Attractive You Are — And It Only Takes 25 Seconds","There’s a new viral AI tool that does something most of us secretly want to know but are afraid to ask: it looks at your face and gives you a straight-up attractiveness score.","this-ai-will-tell-you-exactly-how-attractive-you-are-and-it-only-takes-25-seconds","2026-03-27T20:13:20.000000Z","2026-04-10T09:34:00.000000Z",{"title":27,"slug":28},{"image":117,"thumb":118},"https://quasa.io/storage/images/news/eTdAX16TIQnnM1X90hkB2oOPixcWqRw3eZlaGUta.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/eTdAX16TIQnnM1X90hkB2oOPixcWqRw3eZlaGUta.jpg",260,{"title":121,"description":122,"slug":123,"created_at":124,"publish_at":125,"formatted_created_at":102,"category":126,"links":127,"view_type":84,"video_url":85,"views":130,"likes":87,"lang":88,"comments_count":87,"is_pinned":108},"Nubia Unveils RedMagic 11 Pro: The World’s First Gaming Smartphone with Liquid Cooling","The new flagship features a ceramic micropump, a massive 8,000mAh battery, and a Snapdragon 8 Elite Gen 5 processor.","nubia-unveils-redmagic-11-pro-the-world-s-first-gaming-smartphone-with-liquid-cooling","2026-03-26T06:45:27.000000Z","2026-04-10T06:40:00.000000Z",{"title":43,"slug":44},{"image":128,"thumb":129},"https://quasa.io/storage/images/news/g3jNseMCCzEO2cZreMfoeEH3R0kh2VsnDf511jwh.png","https://api.quasa.io/thumbs/news-thumb/images/news/g3jNseMCCzEO2cZreMfoeEH3R0kh2VsnDf511jwh.png",296,{"title":132,"description":133,"slug":134,"created_at":135,"publish_at":136,"formatted_created_at":102,"category":137,"links":138,"view_type":84,"video_url":85,"views":141,"likes":87,"lang":88,"comments_count":87,"is_pinned":108},"Chinese Startup Hypershell Unveils X Ultra Exoskeleton — More Powerful Than an E-Bike","Hypershell, a Chinese company specializing in wearable robotics, has just launched one of the most impressive consumer exoskeletons to date: the Hypershell X Ultra.","chinese-startup-hypershell-unveils-x-ultra-exoskeleton-more-powerful-than-an-e-bike","2026-03-25T21:36:46.000000Z","2026-04-10T03:27:00.000000Z",{"title":43,"slug":44},{"image":139,"thumb":140},"https://quasa.io/storage/images/news/xgiykS2Xj3WKWW2BoMKNqCWFJgIrJ1rfykipZMXy.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/xgiykS2Xj3WKWW2BoMKNqCWFJgIrJ1rfykipZMXy.jpg",380,{"title":143,"description":144,"slug":145,"created_at":146,"publish_at":147,"formatted_created_at":148,"category":149,"links":150,"view_type":84,"video_url":85,"views":153,"likes":87,"lang":88,"comments_count":87,"is_pinned":108},"Your Computer Mouse Can Now Eavesdrop on You","Researchers from the University of California, Irvine have demonstrated a surprising new security threat: an ordinary optical computer mouse can be turned into a covert microphone capable of listening to your conversations.","your-computer-mouse-can-now-eavesdrop-on-you","2026-03-25T21:21:22.000000Z","2026-04-09T11:13:00.000000Z","09.04.2026",{"title":43,"slug":44},{"image":151,"thumb":152},"https://quasa.io/storage/images/news/zvGSPNFVpmuJgnlniEHiwPc4aaeGYIVAuwxhouXu.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/zvGSPNFVpmuJgnlniEHiwPc4aaeGYIVAuwxhouXu.jpg",938,[155,168,182,194,207],{"title":156,"description":157,"slug":158,"created_at":159,"publish_at":160,"formatted_created_at":161,"category":162,"links":163,"view_type":84,"video_url":85,"views":166,"likes":167,"lang":88,"comments_count":87,"is_pinned":108},"The Anatomy of an Entrepreneur","Entrepreneur is a French word that means an enterpriser. Enterprisers are people who undertake a business or enterprise with the chance of earning profits or suffering from loss.","the-anatomy-of-an-entrepreneur","2021-08-04T15:18:21.000000Z","2025-12-14T06:09:00.000000Z","14.12.2025",{"title":65,"slug":66},{"image":164,"thumb":165},"https://quasa.io/storage/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp","https://api.quasa.io/thumbs/news-thumb/images/news/mVsXPTMuHZuI7UXCsENgL1Qwp1uSOf7Rz3uVPMfm.webp",68884,2,{"title":169,"description":170,"slug":171,"created_at":172,"publish_at":173,"formatted_created_at":174,"category":175,"links":176,"view_type":179,"video_url":85,"views":180,"likes":181,"lang":88,"comments_count":87,"is_pinned":108},"Advertising on QUASA","QUASA MEDIA is read by more than 400 thousand people a month. We offer to place your article, add a link or order the writing of an article for publication.","advertising-on-quasa","2022-07-06T07:33:02.000000Z","2025-12-15T17:33:02.000000Z","15.12.2025",{"title":58,"slug":63},{"image":177,"thumb":178},"https://quasa.io/storage/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/45SvmdsTQbiyc3nxgbyHY1mpVbisYyub2BCHjqBL.jpg","large",68478,4,{"title":183,"description":184,"slug":185,"created_at":186,"publish_at":187,"formatted_created_at":188,"category":189,"links":190,"view_type":84,"video_url":85,"views":193,"likes":181,"lang":88,"comments_count":87,"is_pinned":108},"What is a Startup?","A startup is not a new company, not a tech company, nor a new tech company. You can be a new tech company, if your goal is not to grow high and fast; then, you are not a startup. ","what-is-a-startup","2021-08-04T12:05:17.000000Z","2025-12-17T13:02:00.000000Z","17.12.2025",{"title":65,"slug":66},{"image":191,"thumb":192},"https://quasa.io/storage/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp","https://api.quasa.io/thumbs/news-thumb/images/news/EOsQhSW3VXyG7a6NPdE1oZd00xfJXe3bjY5aJGb7.webp",66448,{"title":195,"description":196,"slug":197,"created_at":198,"publish_at":199,"formatted_created_at":200,"category":201,"links":202,"view_type":84,"video_url":85,"views":205,"likes":167,"lang":88,"comments_count":206,"is_pinned":108},"Top 5 Tips to Make More Money as a Content Creator","Content creators are one of the most desired job titles right now. Who wouldn’t want to earn a living online?","top-5-tips-to-make-more-money-as-a-content-creator","2022-01-17T17:31:51.000000Z","2026-01-17T11:30:00.000000Z","17.01.2026",{"title":19,"slug":20},{"image":203,"thumb":204},"https://quasa.io/storage/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/gP8kiumBPpJmQv6SMieXiX1tDetx43VwFfO1P4Ca.jpg",40696,1,{"title":208,"description":209,"slug":210,"created_at":211,"publish_at":212,"formatted_created_at":213,"category":214,"links":215,"view_type":179,"video_url":85,"views":218,"likes":167,"lang":88,"comments_count":87,"is_pinned":108},"8 Logo Design Tips for Small Businesses","Your logo tells the story of your business and the values you stand for.","8-logo-design-tips-for-small-businesses","2021-12-04T21:59:52.000000Z","2025-05-05T03:30:00.000000Z","05.05.2025",{"title":15,"slug":16},{"image":216,"thumb":217},"https://quasa.io/storage/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg","https://api.quasa.io/thumbs/news-thumb/images/news/Wbx2NtS1CnTupgoQbpFMGspJ5jm4uob2hDOq33r0.jpg",39980,[220,221,222,223,224,225,226,227,228,229,230,231,232],{"title":23,"slug":24},{"title":47,"slug":48},{"title":55,"slug":56},{"title":43,"slug":44},{"title":51,"slug":52},{"title":31,"slug":32},{"title":35,"slug":36},{"title":27,"slug":28},{"title":19,"slug":20},{"title":15,"slug":16},{"title":58,"slug":63},{"title":11,"slug":12},{"title":65,"slug":66}]