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

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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 2026similar wording
• 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 2024similar wording
• 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 2026similar wording
• 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 2026similar wording
• The faster AI progresses, the better NVIDIA does, so a shock like DeepSeek should expand its market rather than shrink it. NLNathan Lambert3 Feb 2025similar wording

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