DRAM Value Surges: 1kg of Memory Now Worth 620g of Gold

Surging demand for AI has led to a squeeze on HBM production capacity, causing the average export price of South Korean DRAM to increase by more than fourfold year-over-year. Compared to its 2023 low, the value of DRAM has skyrocketed by 12.5 times, with data showing that 1 kilogram of DRAM is now equivalent to 620 grams of gold.