Trend Pulse

The AI semiconductor supercycle started with HBM, but it's D-RAM that's fueling the fire. Demand for both learning (HBM) and inference (DDR5-eSSD) has exploded simultaneously as big tech makes long-term investments in AI infrastructure for survival. This was coupled with a "perfect storm" of memory vendors shifting their lines to the more profitable HBM, structurally reducing the supply of commodity D-RAM. As a result, D-RAM prices have risen dramatically, and demand is spreading from the data center to electric vehicles, robots, and smart factories. This is not a cycle, but the beginning of an industry restructuring. #AI #Semiconductors #HBM #DRAM #Supercycle #Samsung Electronics #SK Hynix