The next memory bottleneck may not be HBM. It could be LPDDR. $MU $SKHY $DRAM A new AI memory demand vector is emerging. $QCOM reportedly introduced a power-efficient AI accelerator, HBC, using LPDDR stacked beneath the compute die. If HBC scales, LPDDR could gain a third major AI server demand driver alongside: ā¢ SOCAMM2 ā¢ Mobile devices ā¢ AI servers Three demand waves converging on low-power DRAM. Now look at supply: The memory giants are prioritizing wafers toward: ā¢ HBM ā¢ Server DRAM because those products offer higher margins. That means LPDDR could face: Higher demand. Tighter supply. Higher pricing power. Over the next 5 years, LPDDR could become one of the most strategically important memory segments. The AI memory cycle may be much bigger than just HBM. The winners could be the companies controlling scarce memory supply. $MU vs $SKHY vs Samsung ā who benefits most from the next memory supercycle?
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Vishal @thegodinvestor Ā· 22h
Does micron sell LPDDR
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