Topic
dram
3 articles
Deep Signals ·
New
The Memory Bottleneck Is Rewriting the AI Capex Thesis
HBM and DRAM scarcity — not GPU supply — is now the binding constraint on AI infrastructure economics, and it is quietly bifurcating the model market.
Deep Signals ·
The Memory Wall Is the Inference Wall
DRAM at a 15-year high, HBM5 mockups in Taipei, and Altman calling token costs 'a huge issue' all describe the same constraint: memory, not logic, now sets the price of intelligence.
Deep Signals ·
The Memory Cartel's Five-Year Bet: Why DRAM Is the New Oil
SK hynix's plan to double wafer capacity by 2031 confirms what Intel and Qualcomm are saying out loud — HBM has drained the commodity memory pool, and the bill is landing on every device below the AI rack.