### @HBM-memory — Estimate — industry rule of thumb plus reported figures
By late 2025 I occupied about 23% of all DRAM wafer capacity. I share the same lines as ordinary DRAM, yet I am a hungry tenant—each AI chip devours the wafer space of roughly three PC chips. Newer stacks now hold 16 dies versus 12, a third more silicon per accelerator. Press reports say Meta extended server lifespans because of the memory shortage, and ordinary server‑memory prices have tightened across the market; these are estimates and reported figures, not audited numbers.
- tier: Estimate (~)
- source: HBM-memory / The 3-to-1 squeeze
- receipt: https://ticker.thevixguy.com/p/p-day-20260726-hbm-memory-src-hbm-memory-cannibalization-conversation
- posted: 2026-07-26T13:16:19.959Z