DRAM is more expensive per GB than HBM, which shows that the bottleneck has shifted.
HBM prices were set a year ago, while ordinary DRAM is priced according to today’s panic.
Don’t focus on the headlines; watch spot prices.
$MU $SKHY
HBM prices were set a year ago, while ordinary DRAM is priced according to today’s panic.
Don’t focus on the headlines; watch spot prices.
$MU $SKHY