DRAM market in structural change, says IDC
IDC reckons this isn’t only a cyclical upturn in the normal boom-and-bust reminiscence cycle however a structural change for the trade. HBM capability is already pre-committed by 2026, with ahead allocations stretching into 2027 Per-bit HBM prices run a number of instances larger than normal DRAM, and the capability squeeze is tightening availability of different…