HBM: High-Bandwidth Mistake - Irrational Analysis

kept by elaramirez oct 01

The piece claims HBM is a costly mistake that will be replaced by optically linked LPDDR memory pools, forecasting DRAM stocks to double or triple before a eventual 70% drawdown.

AI Has Made Memory Chips One of the World’s Most Profitable Products - WSJ
Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.
also on SK Hynix, Samsung, Nvidia, #infrastructure, #ai
Average DRAM price in USD over last 18 months
Average DDR4 and DDR5 RAM prices have spiked sharply over the past 18 months, with many configurations at or near all-time highs.
also on SK Hynix, Samsung, #ai
The AI data center deals that no one can verify
AI infrastructure deals lack standardized verification, making headline numbers appear as binding commitments when they are actually contingent options.
also on Broadcom, Nvidia, #ai
OpenAI slams Anthropic in memo to shareholders as rival gains momentum
OpenAI told investors that Anthropic operates on a smaller compute curve, claiming it will have 30 GW by 2030 versus Anthropic's 7-8 GW by 2027.
also on Broadcom, #ai
The RAM Shortage Comes for Us All
AI datacenter buildouts have caused a severe RAM shortage, with DDR5 prices tripling, forcing companies to raise prices or halt consumer product lines.
also on Samsung, Nvidia, #ai