Resurfaced market data projects HBM to capture 56% of DRAM revenue
High Bandwidth Memory's price premium drives disproportionate market share.
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6 posts, first seen 49d ago
Resurfaced market data projects HBM to capture 56% of DRAM revenue
High Bandwidth Memory's price premium drives disproportionate market share.
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5 postsZE 
Zephyr@zephyr_z9Koreans should avoid leverage and jumping from rooftops https://twitter.com/zephyr_z9/status/2076652343307964879
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ZE Zephyr@zephyr_z9The supply deficit will grow from 18% to 25% by 2030 https://twitter.com/zephyr_z9/status/2076652343307964879
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ZE Zephyr@zephyr_z9My biggest takeaway: HBM demand determines the duration of the memory boom If it goes down then it's all over https://twitter.com/zephyr_z9/status/2076652343307964879
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T( Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex@zephyr_z9 What can even destroy HBM demand? Why won't ST. JEVONS rescue it? Some kind of high-low paradigm shift with SRAM+DDR/disk?
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T( Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex> 91EB/year of supply versus 120EB/yr of demand All these insane expansions, and no saturation in sight This, mind you, is not even some unhinged singularitanian fast takeoff scenario, this is "business as usual" https://twitter.com/zephyr_z9/status/2076652343307964879
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