POPA ReconDoes the 🤩2028 memory downcycle exist? source
Does the 🤩2028 memory downcycle exist? source 1. Even if AI investment continues to grow, there is no guarantee that the profitability of memory suppliers will improve at the same rate. The key to the memory cycle discussion in 2028 is not only the expansion, but also the design change of how many HBMs to put in one GPU. 2. Rubin Ultra's HBM per GPU has been lowered from 288GB to 192GB, potentially reducing the number of deposits.However, this is an industry message, not an official announcement, and should be viewed as a conditional scenario. 3. If the assumption is correct, the calculatio…
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