Research / Topics
Memory
DRAM, HBM and NAND in the AI buildout, and what memory supply means for system design and pricing.
5 posts
2026
- 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.
- 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
- 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 and Samsung too.
2024
- High-Bandwidth Memory
What is HBM and why is it important for Generative AI?
- Memory: From Caches to Commodity Cycles
Memory Hierarchy, Memory Wall, HBM, Commodity Cycles, Historical Perspective, Beyond Silicon
