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DRAM

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 24, 2026 by Doug O'Laughlin · across every show →

Everything said about DRAM, oldest first

Feb 24, 2026
Assertion Supported
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.”
Doug O'Laughlin Feb 24, 2026 ▶ 1:43:34 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
Feb 24, 2026 bullish
Prediction Not checkable as stated
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…”
Doug O'Laughlin Feb 24, 2026 ▶ 1:44:32 Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
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