alt Hacker NewsThe headline here under-serves the article in my opinion: this is a fascinating, deep explanation of how the memory market works and why increased demand for HBM (used by big GPU racks) hurts the availability of wafers for DDR and LPDDR (used by laptops and phones).
Replies
nullpoint420 • today at 6:42 PM
Agentic workflows and computer use. You still need regular servers for the agents to use.
cm2012 • today at 12:28 AM
This author has outstanding articles regularly
This also put a lot into perspective:
> these memory makers have learned a very particular lesson from the unforgiving history [deep drops in demand] of their industry: always leave demand unmet
I can't blame them for keeping some reserve demand ready so they keep having customers over the years.