#MemoryChipsRally
DRAM and NAND are running hot again.
"*Memory chips rally*" — after 2 years of inventory glut, pricing is up. HBM, DDR5, and enterprise SSDs leading the move.
This isn’t just a cycle bounce. It’s structural demand.
"*AI drives demand*" — here’s why:
1. *HBM for GPUs*: Every NVIDIA/AMD AI training cluster needs 8-12 HBM stacks per GPU
2. *Data center capex*: Hyperscalers building AI factories. More servers = more DRAM + SSDs
3. *On-device AI*: Phones and PCs shipping with NPUs need LPDDR5X. 16GB is the new 8GB
"*Supply and capex*" — why prices stick:
- *Co