[Critini Analyst: HBM is Bringing Structural Changes to the DRAM Market, AI Memory Supercycle is Taking Shape] BlockBeats News, June 14, Critini Research analyst Jukan stated that HBM (High Bandwidth Memory) is bringing structural changes to the long-term trends of the DRAM market. From 1957 to around 2020, the cost per Gb of DRAM decreased by approximately an order of magnitude every five years, but the strong demand for HBM driven by the AI boom has completely disrupted this pattern. Manufacturers are shifting significant production capacity to HBM, which involves more complex processes and occupies more silicon area, leading to a tight supply of standard DRAM and a noticeable price reversal. Data shows that DRAM prices have been steadily declining on a logarithmic scale over the long term, but after 2023-2024, they are breaking upward, reflecting the formation of an AI-driven memory supercycle. [Original Link]