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DRAM Pricing Shock, Grace Blackwell Ships & Edge AI Heats Up
Audio is available on Spreaker — see link below.
South Korea's DRAM exports to China surged 243% year-over-year as AI demand triggers a pricing shock — contract prices nearly doubled in a single quarter. Plus: NVIDIA's Grace Blackwell hits the commercial edge, Snapdragon and AMD Ryzen AI enter the platform race, and ASML's structural advantage holds.
Audio is available on Spreaker — see link below.
South Korea just flipped its trade balance with China from deficit to a three-point-eight billion dollar surplus in a single month, driven almost entirely by memory chips. That number tells you everything about where the DRAM market is right now.
The risk isn't today. It's the window closing.
Meanwhile at Computex twenty-twenty-six, the conversation shifted from roadmap to shipping product. ASUS launched the Ascent GX10, a petaflop-class AI platform built on NVIDIA's GB10 Grace Blackwell chip with one hundred and twenty-eight gigabytes of unified memory.
ASUS didn't stop there. The Ascent QN10 marks ASUS's first Qualcomm-powered AI Mini PC, running Snapdragon X2 Elite with an eighty TOPS neural processing unit, an eighteen-core Oryon CPU, and integrated Adreno graphics.
One more signal worth registering. JPMorgan reiterated its buy rating on ASML, which posted ten-point-fifteen billion dollars in first quarter revenue and a return on equity of forty-eight-point-six-nine percent.
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