Jiyoung Sohn / Wall Street Journal:

TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips  —  Samsung, SK Hynix hit records as they deepen business with OpenAI, Nvidia and others  —  SEOUL—The notoriously volatile …

Jiyoung Sohn / Wall Street Journal:

TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips  —  Samsung, SK Hynix hit records as they deepen business with OpenAI, Nvidia and others  —  SEOUL—The notoriously volatile …

Source: TechMeme
Source Link: http://www.techmeme.com/251030/p9#a251030p9