High DRAM margins raise local AI cost questions
A Bernstein analysis is cited as saying SK Hynix has a 90% on DRAM. DRAM is the memory used by computers and servers to hold data while work is being done. If that figure is right, it suggests a large part of the memory price is profit rather than cost.
A simple estimate argues that if margins fell closer to a 5% automotive-style margin, memory for could become far cheaper, possibly around one-tenth of today’s cost. The item does not provide the full Bernstein report or a detailed pricing calculation.
Key points
- A cited Bernstein analysis says SK Hynix has a 90% on DRAM.
- Lower DRAM prices could reduce the cost of building .
- A rough comparison suggests a 5% margin could make memory much cheaper.
- No full report or detailed price model is included.