DRAM Is Now More Expensive than Compute Chips on per-Area Basis — AI Demand Drives Memory Die Value Past Leading-Edge Silicon
4 Articles
4 Articles
The price cycles of DRAM and NAND flash are diverging due to a surge in demand for AI servers. While DRAM is expected to remain strong until next year driven by a focus on the production of high-capacity products, NAND is facing downward pressure due to an oversupply of general-purpose products, breaking the traditional market trend of moving in tandem.
The fever for artificial intelligence has caused the DRAM memory to go from selling to weight to cost more than the most advanced chips in the industry. And it is that we have come to a situation where price of the DRAM has skyrocketed to such an extent that, taking as a reference the value generated by each input The memory is already worth as gold: the DRAM already surpasses the chips of TSMC at 2 nm in value per mm2 appears first in El Chapuz…
The DRAM Memory Exceeds the Computational Silicon in Value by Area in the Face of the Boom of the AI
The demand associated with artificial intelligence has contributed to higher memory prices and fuelled a striking comparison: the theoretical value of certain DRAM dice per square millimeter could exceed the estimated nominal price of processing silicon with TSMC N2 and N3 technologies, although the figures are not directly equivalent.
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