Needham: "DRAM/HBM will remain a real bottleneck for AI."
> DRAM/HBM Bottleneck: DRAM and High Bandwidth Memory (HBM) are projected to remain significant bottlenecks for AI hardware scaling.> Rapid Bit Growth: Total DRAM bit growth (millions of GB) is expected to expand dramatically through 2028, driven heavily by increasing HBM adoption.> Surging HBM Share: HBM bits as a percentage of total DRAM are forecasted to grow steeply, scaling past 15% by 2028.> Wafer Capacity Shift: DRAM wafer capacity dedicated to HBM (measured in kWSPM) is projected to accelerate sharply, with expectations that nearly 50% of total DRAM wafers will go into HBM by 2028.$Micron Tech(MU.US) $DRAM $EWY
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