Research Bulletin – DRAM market recovery in full swing on AI demand
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The DRAM market is recovering from its downturn in 2023 as demand increases in enterprise and consumer contexts, as continued interest in AI technology prompts the sale of new GPUs and ASICs for model training and inference in datacenters, and as the prospect of AI PCs is heavily touted by Intel, AMD, Qualcomm, Microsoft, and their OEM partners in marketing to consumers.
