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Replying to Avatar Frank

If you plan on buying memory I would do it immediately. Micron announced yesterday they are Exiting the consumer memory market entirely. They had the consumer brand.. “crucial” brand name.

1. Samsung - largest DRAM producer.

44-46% global market share.

2. SK Hybix - 34-36% global share

3. Micron - 16-18% global share

Those 3 make up about 98%

Micron is out of consumer completely now.

All are concentrating on the new memory for data centers. DRAM is spiking hard!!!!

#asknostr #bitcoin #coffeechain

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Frank 1mo ago

SK Hynix (typo) earlier.

Anyway High Bandwidth Memory (HBM) is what the big buyers want and it is a lot more profitable. That is what they are focusing on.

HBM3E and soon HBM4

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