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“AMD buying MEXT, an Israeli software startup, this week is a clean example.”
@damnang2
AMD's acquisition of MEXT, which makes flash behave like DRAM, positions it to win AI inference by routing around the memory tax that is crippling competitors
AMDLONG@ $529.79
$483.27-8.78%
since call Jun 27
peak +8.3%
in postLONG
“On a per-bit basis flash is roughly a single-digit, and as much as 50 times or more, cheaper than DRAM.”
@damnang2
NAND flash is the structural winner of the memory detour — 50x cheaper than DRAM per bit, scalable outside the EUV crunch, and contract prices surging 70-75% as AI systems reroute around DRAM scarcity
SNDKLONG@ $2,118.33
$1,233.99-41.75%
since call Jun 27
in postLONG
“HBM consumes wafer capacity against DDR5 at three to one.”
@damnang2
Structural DRAM shortage locked in until 2027-2028 as HBM capacity crunch keeps prices historically elevated
MULONG@ $1,108.17
$815.18-26.44%
since call Jun 27
TIMESTAMPS
in post
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