Citi says market underestimates how constrained DRAM/HBM supply will remain as AI demand accelerates

Citi says the market is underestimating how constrained DRAM/HBM supply is likely to remain as AI-driven demand from hyperscalers accelerates, while memory makers face diminishing benefits from process shrinks and must rely on long-cycle capacity additions.

Detected & updated continuously · Source: Nebula