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đ„ AI CHIP SHORTAGE⊠OR MEMORY SHORTAGE?
Micronâs latest earnings could reveal a hidden bottleneck in the AI boom. HBM, the high-bandwidth memory powering advanced AI GPUs, consumes far more wafer capacity than traditional DRAM. Industry data cited by S&P Global puts the capacity ratio of HBM3E to conventional DDR at roughly 3:1.
As AI demand surges, more production is shifting toward HBMâpotentially squeezing regular memory supply.
đ€ AI needs GPUs.
đ§ GPUs need HBM.
đ HBM needs capacity.
.
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