Discipline Will Keep Memory Market Tight
• Post‑AI market shift may constrain DRAM supply. • Manufacturers anticipate tighter inventory and pricing pressures. • Demand for high‑performance memory remains strong. • Supply
Dram
Samsung leads with HBM4 DRAM performance
• Samsung has begun mass production and commercial shipments of its HBM4 DRAM, marking what it describes as an industry first. • Built on Samsung’s 6th-generation 10-nm-class DRAM