📌 X Insight Update[x_fin] (2026/06/14 22:51)
- HBM is breaking the old DRAM cost curve. From 1957 to 2020, DRAM cost per Gb fell by roughly one order of magnitude every five years. AI infra demand and HBM are changing that playbook. Cost deflation is no longer the clean Moore’s Law trade it used to be. [1](https://x.