Weaker enterprise HBM demand could finally normalize DRAM and NAND pricing, argues analyst
eyishazyer · x · 2026-09-14
- A reply to Rohan Paul argues that less enterprise demand for HBM and advanced packaging could finally normalize DRAM and NAND pricing for the rest of the tech sector.
- Context: massive AI-driven HBM demand had squeezed capacity and inflated memory prices industry-wide.
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