DRAM

A video: “The RAM Crisis is Worse Than You Think…”

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Key Insights by Merlin AI RAM Price Surge and AI Demand – RAM prices have skyrocketed, with increases as high as 314%, primarily driven by the surging demand from AI applications. – The focus has shifted from traditional DRAM to HBM (High-Bandwidth Memory), which is crucial for AI processing as it provides faster data access … Read more

A (one-year-old) video: “Why Japan’s Semiconductor Industry Failed”

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Key Insights for by Merlin AI Historical Context of Japan’s Semiconductor Dominance – In the 1980s, Japan held over 50% of the global semiconductor market, surpassing the United States. – The rise was facilitated by government intervention, strategic corporate planning, and a focus on technological innovation post-World War II. – The Ministry of International Trade … Read more