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“2026 volume is sold out, 2027 is sold out, and it looks like 2028 is going that way fairly soon.”
@More Than Moore
Memory is sold out through 2028 and demand for high-speed AI memory keeps climbing, lifting DRAM makers
SKHXLONGIDEA · NOT YET PRICED
00:00LONG
“with the increased demand for CPUs and in general Arm CPUs using LP memory, we might see a shift also from the x86 vendors to an LP design at scale … AMD has…”
@More Than Moore
x86 and AI chips adopt LPDDR5X at scale in tiered memory, lifting low-power DRAM volume and pricing.
MULONG@ $1,044.48
$810.02-22.45%
since call Jun 15
“Samsung chased efficiency”
@More Than Moore
Samsung shipped power-efficient LPDDR6 silicon into a sold-out memory market moving toward automotive and edge AI
SMSNLONGIDEA · NOT YET PRICED
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