DRAM
topic on 8 shows · 13 statements across 11 episodes · said 1 times in 1 episodes since 2026
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O'Driscoll: DRAM Memory Pricing Will Suffer Brutal Collapse in 1-2 Years
“And when that, the big aha for me is when that Pricing breaks. It'll be brutal to the downside, but maybe that's a year, two years from now.”
Uberti: Compute costs will drop faster than memory costs due to DRAM limits
“Generally, loading data is very expensive, and doing math is very cheap. And as time goes on, you'll end up finding that math gets cheaper at a rate that is faster than memory gets cheaper, due to this fundamental limit on any kind of DRAM device.”
Memory Cost Increases Do Not Justify Apple's 20% Device Price Hikes
“The increase in DRAM price does not account for a 20% increase in the entire device price. It's crazy. Like, they're gonna make margin off that.”
Gavin Baker: DRAM will be 30-40% of hyperscaler capex next year
“Memory is DRAM is probably going to be 30 to 40% of all hyperscaler capex next year.”
O'Driscoll: AI companies building memory foundries will signal an immediate market collapse
“I really believe what you're saying is if there's the next stage is when someone comes in and says, what we need to do is build a foundry and make our own DRAM. At that point, you'll know the cycle is about to go. Really badly down, you know. If you vertically…”
Patel: DRAM prices will double or triple from current levels
“DRAM will double or triple from here still, because That's how much capacity is required, and they have to steal capacity from somewhere else, and the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher prici…”
O'Laughlin: Manufacturing one bit of HBM takes 4x the DRAM wafer capacity
“Each bit of HBM is essentially a four X multiplier onto DRAM.”
O'Laughlin: DRAM prices could rise another 100%, causing demand destruction
“We, I, our posts, our conclusion is like, we could see DRAM prices like go up a hundred percent again. Like it's gonna be the point where, and this is like also example, like really interesting in the whole thing. Another hundred percent I think is demand dest…”
Smartphones will run pruned frontier AI models locally within three years
“In three years on a bigger and bulkier phone to fit the amount of DRAM necessary, you know, and the battery won't probably last as long. You will be able to probably run a pruned down version of something like Gemini five or GroK four, GroK 4.1, or, you know, …”
A 1990s-style DRAM memory shortage cycle could slow down AI expansion
“By the way, something that could slow all this down and be a natural governor is if we get our first true DRAM cycle since the late nineties.”
Haas: TSMC leading-edge capacity and HBM will constrain AI buildout
“Fab capacity does become an issue. No, no doubt. Because when you start thinking about three nanometer and two nanometer you know, TSMC is, is the leader, is the, Only game on town on some level. So I think that is a potential limitation or at least constraint…”
Johns: Samsung controls 50% of DRAM and one-third of NAND market
“They have 50% of the market share in DRAM and about a third of the market share in NAND.”