Ray Wang
Analyst at SemiAnalysis specializing in the semiconductor and memory markets, author of the report 'Memory Mania' and the episode's expert on DRAM and HBM supply-demand dynamics.
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Feb 16, 2026 • 45min
Ray Wang on How AI Is Causing DRAM Prices to Surge
Ray Wang, analyst at SemiAnalysis and author of Memory Mania, breaks down the sudden DRAM and HBM rush sparked by AI. He explains why AI workloads slurp memory, how HBM differs from commodity DRAM, and why suppliers are struggling to scale. Short-term fixes, supplier incentives, and whether Chinese makers can close the gap are all explored in lively, technical detail.
