AI Sparks a 'DRAM Supercycle' After Years of Stagnation, Driven by Massive HBM Adoption as Big Tech Rushes to Build Custom ASICs
… It is claimed that OpenAI's upcoming ASIC will feature the 12-Hi HBM3E technology, and that alone could generate 500K-600K DRAM WPM capacity from 2026 to 2029, which accounts for a massive chunk of the total DRAM production. …