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This episode address the significant surge in DRAM prices and the resulting market dynamics, largely driven by the exploding demand for AI-related hardware. Memory manufacturers, including Micron, Samsung, and SK Hynix, are prioritizing high-margin products like High-Bandwidth Memory (HBM) and server-grade DDR5 for data centers, leading to a shortage and sharp price increases for consumer-grade DDR5 and DDR4. This situation is expected to persist through at least 2026, with some reports suggesting DRAM bit demand growth in the high teens. Analyst forecasts indicate that this AI boom is fueling strong financial performance for major chipmakers like Micron, which is seeing substantial revenue increases from its DRAM segment. Furthermore, the reports confirm that the entire semiconductor equipment market is expanding, with DRAM equipment sales seeing robust growth due to HBM demand, indicating a sustained investment cycle in manufacturing capacity.

Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.