Memory Prices Indefinitely High: SK Hynix Says Shortage Continues Through 2030 We haven't been complaining about RAM prices quite as much on the podcast
First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues).
Of course the question is, will they be making more DDR or more HBM…
First new fabs are being opened this or next year last I heard. AI boom started in 2022 and fab construction and setup time is said to be 4 years (or more if there are issues).
Of course the question is, will they be making more DDR or more HBM…