The rush to build high-bandwidth memory starves ordinary DRAM and NAND of capacity, so AI demand tightens the memory markets it never touches.

Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us

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• The memory crunch will make ordinary phones and computers worse year on year, and that is why the public will come to hate AI more. DPDylan Patel13 Mar 2026
• High-bandwidth memory costs roughly twice the capital per bit that ordinary DRAM does, because its dies are twice the size. DODoug O'Laughlin3 Mar 2024
• The reason we cannot simply make more memory is that there is nowhere to put the tools, and a fab takes two years to build. DPDylan Patel13 Mar 2026
• What an accelerator needs from memory is bandwidth per unit of chip edge, and on that measure ordinary DRAM is an order of magnitude behind HBM. DPDylan Patel13 Mar 2026
• The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. NLNathan Lambert3 Feb 2025

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