> New capacity takes 3-5 years to come online.
Why should that be set in stone? Surely there are corners that can be cut if there's so much profit on the table.
Why should that be set in stone? Surely there are corners that can be cut if there's so much profit on the table.
Additionally, HBM requires 3+ times the capacity of DRAM, so it gets crowded out. They do command 5x margins, so the unit economics is ok. But this means that even new capacity will mostly be used to service HBM demand, and consumer or enterprise DRAM is unlikely to benefit at the same pace - it will benefit somewhat of course.