Forget Gold, forget silver, the asset we should all have been buying this year is DRAM. Why? • Severe supply constraints as manufacturers prioritize AI servers and HBM production over commodity DDR. • Global memory shortages pushing OEMs to pay higher contract prices. •
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Forget Gold, forget silver, the asset we should all have been buying this year is DRAM. Why? • Severe supply constraints as manufacturers prioritize AI servers and HBM production over commodity DDR. • Global memory shortages pushing OEMs to pay higher contract prices. •