server memory

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about server memory, oldest first

Dec 23, 2024 neutral

Assertion Not checkable as stated

Patel: Standard high-end server memory yields higher gross margins than HBM

“The gross margins on HBM have not been fantastic. They've been good, but they haven't been fantastic. Actually, regular memory, high-end, like, server memory that is not HBM is actually higher gross margin than HBM.”

Dylan Patel Dec 23, 2024 ▶ 1:05:08 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod

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server memory

Everything said about server memory, oldest first

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