Navigating the Rollercoaster of the DRAM and Flash Memory Markets 🎢
The memory market is experiencing wild swings, impacting both DRAM and flash sectors. As AI demand surges, the landscape has transformed dramatically:
- Post-Pandemic Shift: After a three-year pandemic-driven boom, demand for DRAM and flash memory plummeted, leading to steep price drops.
- Current Boom: Now, hyper-scalers and AI supercomputers are clamoring for memory, creating a stark supply shortage and driving prices back up.
Key Insights:
- More than half of servers require hundreds of gigabytes of stacked memory, complicating production yields.
- Flash memory shortages arise as manufacturers balance production to maximize profits.
As AI technology evolves, understanding these trends is crucial for anyone in the tech industry.
🚀 Join the conversation! What’s your take on the future of memory markets? Share your thoughts below!
