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Market Byte 1.23.2025

High-bandwidth memory continues to be constrained as all three memory makers work on HBM capacity expansions in lieu of more mature DRAM types.

Market Byte 1.21.2025

Daily open-market requirements for memory modules increased 33 percent in the past year. The fourth quarter saw a 20 percent increase when compared to the fourth quarter of 2023.

Market Byte 1.16.2025

Personal-computing shipments have increased slightly, bolstered by AI-enabled computers, but are still weak.

Market Byte 1.14.2025

Low production rates throughout the industry have not stopped average lead times from shortening due to weak demand. Even lead times for MCUs, which are currently the longest on average, are falling.

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