Critini Analyst: HBM Bringing Structural Change to DRAM Market, AI Memory Supercycle Emerging
BlockBeats News, June 14th - Critini Research analyst Jukan stated that HBM (High Bandwidth Memory) is bringing a structural change to the DRAM market's long-term trend. From around 1957 to 2020, the cost per Gb of DRAM decreased by an order of magnitude approximately every 5 years. However, the strong demand for HBM brought about by the AI boom has completely disrupted this pattern. Manufacturers are shifting a large amount of capacity to the more complex and silicon footprint-intensive HBM, leading to a tight supply of mainstream DRAM and a significant price reversal. Data shows that the long-term price of DRAM has been continuously decreasing on a logarithmic scale, but is projected to break upwards after 2023-2024, reflecting the formation of an AI-driven memory supercycle.
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