Recently, the demand for HBM and traditional DRAM chips in the AI market has remained strong, leading to a significant rise in prices. However, major global DRAM manufacturers are exhibiting unusual caution and are hesitant to rashly expand production capacity.
DRAM manufacturers are hesitant to expand production rashly, mainly due to concerns that if an AI bubble occurs, the worst-case scenario would be investing hundreds of billions of dollars with almost no demand.
Therefore, they chose a more conservative and secure method, which is to transform the existing PC DRAM production line instead
View Original