AI has managed to disrupt several elements of the supply chain, as now, according to multiple reports, the demand for DRAM is expected to ‘skyrocket’ moving ahead. DRAM Production Numbers Reportedly Won’t Fulfill The Demand Coming Ahead, Driven By The AI Industry For those unaware, the AI industry is in dire need of DRAM production scaling up, as every AI cluster requires HBM capacity per chip, which in turn generates massive demand for DRAM. More importantly, AI giants are pursuing the development of custom ASICs to deploy into internal systems, which has significantly contributed to the DRAM demand estimates. Given […]
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