POPA ReconHow to break the memory supercycle? Or is it even possible?
How to break the memory supercycle? Or is it even possible? The Big 4 DRAM makers are projected to grow capacity from ~2M WPM in 2026 to 4.8M WPM by 2030 through major fab expansions AI-driven demand is forecast to reach 157.5 EB by 2030. After accounting for HBM’s 4x wafer multiplier and node/yield factors, this creates a ~25% shortfall in general DRAM supply, keeping ASPs high (DRAM $1.5–2.0/Gb, HBM $5–6/Gb) and pushing the total DRAM market to ~$3 trillion https://x.com/zephyr_z9/status/2076652343307964879
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