Innlegg

🔥 AI CHIP SHORTAGE… OR MEMORY SHORTAGE? Micron’s 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 HBM—potentially squeezing regular memory supply. 🤖 AI needs GPUs. 🧠 GPUs need HBM. 🏭 HBM needs capacity. .