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Topic: sk-hynix

A DRAM memory module
Markets
Sunday, 7/19, 04:56 PM

AI is eating the memory supply and phones and PCs pay for it

  • High-bandwidth memory is set to take 30 percent of DRAM wafer capacity by 2027, up from 22 percent at the end of 2026.
  • Every wafer that goes to AI is one that does not make the memory in a laptop, and UBS does not expect the market to balance until 2028.

In brief

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