RAM chip manufacturer SK Hynix says its memory is sold out through 2029, and memory prices nearly doubled in a single quarter this year. So why don’t memory makers just build more factories? Alex from Speedify explains the machine at the center of the RAM crisis: ASML’s EUV lithography systems, which cost up to $430 million, weigh about 150 tons, and make their light by blasting droplets of molten tin with a laser.
We cover HBM or High-Bandwidth Memory, the stacked memory inside AI chips, why HBM gets its speed from more connections instead of faster connections, and why HBM takes about three times as much silicon per gigabyte as the memory in your laptop. Plus, the boom and bust history that makes memory chip makers wary of building more consumer DRAM chips, and why relief for the RAM market may not come until 2029 or 2030.
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