MU Sees DRAM Costs Rising
Micron expects DRAM cost per bit to rise due to increasing bit costs in newer generations of memory technologies
MU : "LP5 to LP6, DDR5 to DDR6 and newer generations of HBM all come with rising bit costs.
This trend... is projected to cause the DRAM cost per bit to rise from current levels." "Industry data center DRAM & NAND bit shipments in CY26 [are] expected to more than double from 2Yrs ago."