Wall St Engine (@wallstengine) “$MU: “LP5 to LP6, DDR5 to DDR6 and newer generations of HBM all come with rising” — TopicDigg
Wall St Engine
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Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.
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$MU: “LP5 to LP6, DDR5 to DDR6 and newer generations of HBM all come with rising bit costs. This trend... is projected to cause the DRAM cost per bit to rise from current levels.”
“Industry data center DRAM & NAND bit shipments in CY26 [are] expected to more than double from 2Yrs ago.”
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