Mentioned On
Episode Mentions
Better Offline · Jul 15, 2026
AI Made Everything Expensive (ft. GamersNexus)
“Small memory maker that increased production capacity when big three declined; unable to undercut due to lack of HBM technology”
DRAM and HBM pricing dynamicsMemory manufacturer market concentration and antitrustHigh-bandwidth memory manufacturing and yields
View AnalysisOdd Lots · Feb 16, 2026
Ray Wang on How AI Is Causing DRAM Prices to Surge
“Legacy DRAM supplier mentioned as alternative to major Korean and US manufacturers”
DRAM and HBM Memory ShortageAI Infrastructure Capital ExpenditureSemiconductor Supply Chain Constraints
View Analysis