Memory manufacturer Micron could benefit from high DRAM and HBM prices in 2026 and 2027, believes financial firm Aletheia Capital. Micron, like SK hynix and Samsung, has benefited from the strong demand for AI chips in the current buildout as memory production constraints have pushed prices up. The financial firm believes that the value of memory chips in the AI ecosystem will become the most important in the near future and push the prices of NVIDIA’s Vera CPU rack to astronomical levels as well. Server DRAM and HBM Prices to Rise Significantly in Coming Months, Says Financial Firm In a […]
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