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$DRAM PRICE SURGE SET TO CONTINUE IN 2027 - IS THIS THE END FOR HBM? ๐
Analysts at Bernstein predict the price of commodity DRAM will keep rising, driven by higher bit density and yield, resulting in a significant profit margin boost. This surge could lead to a major gap between commodity DRAM and High Bandwidth Memory, making it difficult for HBM to catch up without a substantial price increase.
Will the rising cost of commodity DRAM force memory chip manufacturers to rethink their HBM pricing strategy?
Not financial advice. Manage your risk.
#DRAM #HBMPricing #CommodityMarket
๐ธ
Analysts at Bernstein predict the price of commodity DRAM will keep rising, driven by higher bit density and yield, resulting in a significant profit margin boost. This surge could lead to a major gap between commodity DRAM and High Bandwidth Memory, making it difficult for HBM to catch up without a substantial price increase.
Will the rising cost of commodity DRAM force memory chip manufacturers to rethink their HBM pricing strategy?
Not financial advice. Manage your risk.
#DRAM #HBMPricing #CommodityMarket
๐ธ
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