Memory

Build Your Own DRAM Supply Model

Wafer starts, die size, yield, HBM mix, node migration impacts, etc. Simple enough to follow, but detailed enough to learn from.

Aug 14 • Austin Lyons

High Bandwidth Flash: The Full Report

Why HBF for inference decode fits, what it does to the DRAM and NAND markets, a worked cost model, who moves first, and risks

Jul 7 • Austin Lyons

Micron's Blowout and the Case for a Memory Supercycle

Micron's GM hit 84.9%, it booked $10B of take-or-pay through 2030, and supply shortage stretched further out. Peak? When does supply increase? SK Hynix…

Jun 26 • Austin Lyons

High-Bandwidth Memory

What is HBM and why is it important for Generative AI?

Nov 13, 2024 • Austin Lyons

Memory: From Caches to Commodity Cycles

Memory Hierarchy, Memory Wall, HBM, Commodity Cycles, Historical Perspective, Beyond Silicon

Jul 18, 2024 • Austin Lyons

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