What’s on the Horizon for NAND and DRAM?
January is a time where lots of planning and forecast are made, with high hopes usually. Semiconductor memory industry, after several years of prolonged downturn, finally started to see some glimpses of recovery lately. Prices are improving, product migrations happening, new process node migration providing production efficiency and hopefully more profitability to the manufacturers.
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- AMD GPUs using new HBM DRAM (and the cost/benefit appears balanced!)
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