DA
DRAM and HBM
TopicExpert statements
3
1 positive · 2 negative
What experts have said about DRAM and HBM
3 statements · 1 positive · 2 negative
Speculation around cheap frontier AI models is driving HBM demand.
“that speculation basically is driving HBM demand”
Open the episode · Tencent Slumps, SK Hynix Climbs, Hansoh Pharma RisesListen at 2:16
DRAM and HBM are AI’s most important bottleneck because memory determines model performance.
“DRAM and HBM dram. This is the most important bottleneck simply because memory capacity and bandwidth are foundational to the performance of every AI model.”
Open the episode · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterListen at 1:03:52
The DRAM and HBM bottleneck will persist for some time.
“I think this bottleneck is going to be with us for a while”
Open the episode · Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout QuarterListen at 1:04:18
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.