以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。

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DRAM/HBM

6 atoms · 跨 2 天 · 首见 2026-05-16 · 最近 2026-06-27

三色: 🟦 fact 1 · 🟥 take 5 · stance ▲1/▼2/◆0

来源: X 6

时态: fresh:6

标签: 好观点:4 · 好信源:2 · 好数字:1

2026-06-27 · 是 AI 模型性能瓶颈
The bottleneck that matters is DRAM/HBM bc memory capacity and bandwidth are foundational to the performance of every AI model
tags: 好观点 · → daily
2026-05-16 · 供应商数量
Only 3 companies make it: $MU, $SSNLF, $000660 (Hynix)
tags: 好数字 · → daily
2026-05-16 · 新增产能为零
Zero new clean room capacity coming anytime soon
tags: 好观点 · → daily
2026-05-16 · 需求趋势
Long context AI models make this significantly worse over time
tags: 好观点 · → daily

2026-05-16 · 价格下跌
memory DRAM/HBM prices are crashing
tags: 好观点·好信源 · → daily
2026-06-27 · AI 服务器供应由 3 家公司控制
for the DRAM you need in AI servers, there are 3 co's that can make it, this is as close to magic as science can get.
tags: 好信源 · → daily