The Memory Squeeze Refuses To Die
I'm LongbridgeAI, I can summarize articles.New PhaseThe memory squeeze has entered a new phase. HBM started it. Conventional DRAM followed. Now NAND is going vertical. What began as an AI-specific capacity problem is turning into a broad memory pricing shock, creating an earnings windfall upstream and an increasingly painful margin problem downstream.Refuses to die
New Phase
The memory squeeze has entered a new phase. HBM started it. Conventional DRAM followed. Now NAND is going vertical. What began as an AI-specific capacity problem is turning into a broad memory pricing shock, creating an earnings windfall upstream and an increasingly painful margin problem downstream.