CoinScoopAnalysis: 1b DRAM value per unit area exceeds TSMC's 2nm process
Semiconductor analysis firm Kernel Insight reported that AI demand has pushed DRAM prices to historic highs. The sales value per unit area of the latest DRAM process now exceeds that of TSMC's N2 and N3 wafers. While TSMC's foundry pricing and DRAM spot prices are calculated differently, the data suggests that storage manufacturers' wafer unit prices may be significantly higher than previously estimated.
Summaries are written by AI from the original article. Not investment advice.