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Finding signal on Twitter is more difficult than it used to be. We curate the best tweets on topics like AI, startups, and product development every weekday so you can focus on what matters.
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Korean DRAM export prices just hit $64,000 per kilogram. The same chip sold for under $11,000 a year ago. The hockey stick is what AI is doing to the global memory market. HBM and conventional DRAM are built on the same fab lines. Every wafer SK Hynix and Samsung dedicate to high-bandwidth memory is a wafer they don't ship as DDR5 server modules or DDR4 desktop sticks. HBM also consumes roughly 3 wafers for every 1 wafer of equivalent DDR5 capacity. Supply gets eaten faster than the revenue…
