Why DRAM ASP comparisons mislead: TrendForce excludes HBM, vendor mixes differ
tengyanAI · x · 2026-10-08
TrendForce's conventional DRAM benchmark excludes HBM, while producers' reported ASPs blend different mixes of HBM, DDR5, DDR4 and mobile DRAM — so ASP comparisons are not a ranking of pricing power or profitability. Mix matters enormously since HBM commands far higher price per bit.
More from Infra
- Genesis Mission partners pledge $2.4B in compute; NSF and DOE add $100M — AllThingsApx · 2026-10-08
- AWS CEO on rebuilding the cloud for agents: $220B 2026 CapEx, 2M NVIDIA GPUs ordered — a16z · 2026-10-08
- Strix Halo NPU finally put to work: local 125B MoE replaces 95% of cloud coding agent calls — stereohype · 2026-10-08
- Nvidia-backed data center firm's IPO demand plunges, exposing cracks in AI funding boom — SumitGup · 2026-10-08
- GlobalFoundries signs $2B deal to supply TSMC's CoWoS advanced packaging from US soil — pstAsiatech · 2026-10-08
- Microsoft goes all-in on local AI: hybrid intelligence Windows, 1.6-bit DeepSeek V4 Flash — Sam Witteveen · 2026-10-08