Post
Gangnam | 豪豪
🔥 AI CHIP SHORTAGE… OR MEMORY SHORTAGE?
Micron’s latest earnings could reveal a hidden bottleneck in the AI boom. HBM, the high-bandwidth memory powering advanced AI GPUs, consumes far more wafer capacity than traditional DRAM. Industry data cited by S&P Global puts the capacity ratio of HBM3E to conventional DDR at roughly 3:1.
As AI demand surges, more production is shifting toward HBM—potentially squeezing regular memory supply.
🤖 AI needs GPUs.
🧠 GPUs need HBM.
🏭 HBM needs capacity.
.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$68,702.2+0.00%
ETH/USDTEthereum
$1,927.89+0.00%
SOL/USDTSolana
$79.59-0.01%
Today’s market buzz
1#Jensen Huang Involved in Chinese Spy Rumors and Controversy Over NVIDIA CEO's Future
Hot
2#U.S. October existing home sales hit a 16-year low
3#Anthropic launches IPO roadshow, valuation rebounds to $1.8 trillion