Berlin FinTech Group

🧠 AI Is Eating Memory: How AI Is Reshaping the Global RAM Market

Over the past two years, AI has transformed the economics of the semiconductor industry — and the RAM market sits at the center of it.

From data centers training frontier models to everyday edge devices, demand for DRAM, DDR5, and especially High-Bandwidth Memory (HBM) has exploded. Prices are rising, supply is tight, and the classic boom-and-bust memory cycle is changing.

In this 1-hour session, we’ll take a top-down investor’s view of what’s happening.

🔍 What we’ll cover

• Macro trends driving the memory market
• How AI workloads change memory requirements per GPU/server
• Capacity constraints and why supply can’t scale instantly
• Who the key players are (Samsung, SK Hynix, Micron, NVIDIA, etc.)
• How this affects pricing, margins, and investment theses
• Risks: overcapacity, tech shifts, geopolitics, export controls

👥 Who is this for?

• Individual investors
• Engineers curious about the business side of AI
• Students and professionals in tech, finance, or economics
• Anyone who wants to understand why RAM is the new gold

Where to join: https://meet.google.com/ksg-vqgh-atd