DRAM · Dynamic Random-Access Memory
Volatile system memory attached to the CPU; the capacity tier behind the GPU's on-package HBM, used for caches, KV offload, and data staging.
Current numbers
~20% → nearly 30% (2026 → 2027 expectation)HBM share of industry DRAM wafer capacity: about 20% in 2026, nearly 30% expected in 2027 (Samsung)
~3:1 HBM3E-to-DDR5 supply trade ratioMicron HBM3E-to-DDR5 capacity-conversion trade ratio, the structural driver of DRAM crowd-out
>30% value / >10% bits (2025 forecast)HBM share of DRAM value (>30%) vs bits (>10%), TrendForce forecast for 2025