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in postLONG
“两个独立变量相乘，server 侧的 DRAM 需求是数量级的增长”
@zephyr_z9
Commodity DRAM enters a structural supercycle as agentic AI drives ~50% demand CAGR vs ~20% supply CAGR, shortage gap widens through 2030
MULONG@ $1,196.94
$814.56-31.95%
since call Jun 25
“神奇的事情是，这个kv cache offloading的增长甚至还没有大规模发生，SSD就已经缺的比DRAM还严重了”
@zephyr_z9
NAND SSD already in a worse shortage than DRAM; KV cache offloading, AI video, and agent sandbox demand create structural supercycle through 2030
SNDKLONG@ $2,364.86
$1,232.77-47.87%
since call Jun 25
in postLONG
“HBM size per GPU大概每年增长40%以上”
@zephyr_z9
HBM enters a multi-year structural supercycle with 2.5/3 escape conditions met; SK Hynix wins the quality-competition race
SKHXLONGIDEA · NOT YET PRICED
“AMD/ARM把CPU TAM的2030年预测翻倍到120B，一个月前，Nvidia再次把CPU TAM的2030年预测翻倍到200B”
@zephyr_z9
CPU server TAM forecasts being rapidly doubled by AMD, Nvidia, and Bernstein as agentic AI shifts CPU:GPU ratios and creates a new structural demand wave
AMDLONG@ $543.81
$483.94-11.01%
since call Jun 25
peak +6.0%
TIMESTAMPS
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