HBM3-24G$199.43-0.46%HBM3E-36G$2,108.00-0.42%HBM4-48G$3,521.00+0.13%DDR5-16G$58.54+2.38%DDR5-16G-eTT$25.44+0.42%DDR4-8G$45.69-1.70%DDR4-16G$82.96-0.58%GDDR6-16G$11.62-0.08%RDIMM-64G$1,953.00-1.57%eSSD-30T$4,649.00-0.25%RTL-16G$273.67-1.65%RTL-32G$467.78+0.61%RTL-64G$1,126.00+1.79%RTL-NVME2T$375.64+0.37%LPDDR5X-16G$29.75-1.73%LPDDR5-16G$26.61-0.39%LPDDR4X-16G$21.48-2.33%LPDDR4X-8G$12.80-0.63%LPDDR3-2GB$18.92+1.27%LPDDR3-8G$10.02-1.32%uMCP-8+128$62.03+1.77%LP-LPDDR5X-16GB$349.12-0.31%AUTO-LP4X-4GB$48.17+0.13%SODIMM5-32G$920.90+0.68%SODIMM4-16G$264.64-0.59%UDIMM5-16G$472.68+0.65%DDR4-4G$19.77+1.26%DDR3-4G$9.00-0.61%eMMC-8G$9.36-0.19%eMMC-16G$13.27+1.19%eMMC-32G$19.62-0.13%eMMC-64G$32.08+1.26%자동-eMMC-32G$34.69+0.67%UFS3.1-128G$29.02+0.72%UFS4.0-256G$55.03+2.01%NOR-64M$1.28+0.08%NOR-128M$2.06+1.37%NOR-256M$3.72+1.32%AUTO-NOR-512M$8.47-0.36%SLC-NAND-1G$2.31-0.91%SLC-NAND-4G$5.10-0.54%MCU-F512K$2.95-0.21%PSRAM-64M$1.62+0.34%EEPROM-256K$0.34-0.20%uSD-32G-pSLC$21.27+0.43%NAND-TLC-512G$20.41-0.41%NAND-TLC-1T$17.63+0.38%NAND-QLC-2T$30.24-1.37%OEM-SSD-1T$128.40+1.78%eSSD-61T$9,228.00+0.22%eSSD-SATA-960$312.95+1.31%RTL-NVME1T$200.15+1.81%RTL-NVME4T$749.65+0.56%HBM3-24G$199.43-0.46%HBM3E-36G$2,108.00-0.42%HBM4-48G$3,521.00+0.13%DDR5-16G$58.54+2.38%DDR5-16G-eTT$25.44+0.42%DDR4-8G$45.69-1.70%DDR4-16G$82.96-0.58%GDDR6-16G$11.62-0.08%RDIMM-64G$1,953.00-1.57%eSSD-30T$4,649.00-0.25%RTL-16G$273.67-1.65%RTL-32G$467.78+0.61%RTL-64G$1,126.00+1.79%RTL-NVME2T$375.64+0.37%LPDDR5X-16G$29.75-1.73%LPDDR5-16G$26.61-0.39%LPDDR4X-16G$21.48-2.33%LPDDR4X-8G$12.80-0.63%LPDDR3-2GB$18.92+1.27%LPDDR3-8G$10.02-1.32%uMCP-8+128$62.03+1.77%LP-LPDDR5X-16GB$349.12-0.31%AUTO-LP4X-4GB$48.17+0.13%SODIMM5-32G$920.90+0.68%SODIMM4-16G$264.64-0.59%UDIMM5-16G$472.68+0.65%DDR4-4G$19.77+1.26%DDR3-4G$9.00-0.61%eMMC-8G$9.36-0.19%eMMC-16G$13.27+1.19%eMMC-32G$19.62-0.13%eMMC-64G$32.08+1.26%자동-eMMC-32G$34.69+0.67%UFS3.1-128G$29.02+0.72%UFS4.0-256G$55.03+2.01%NOR-64M$1.28+0.08%NOR-128M$2.06+1.37%NOR-256M$3.72+1.32%AUTO-NOR-512M$8.47-0.36%SLC-NAND-1G$2.31-0.91%SLC-NAND-4G$5.10-0.54%MCU-F512K$2.95-0.21%PSRAM-64M$1.62+0.34%EEPROM-256K$0.34-0.20%uSD-32G-pSLC$21.27+0.43%NAND-TLC-512G$20.41-0.41%NAND-TLC-1T$17.63+0.38%NAND-QLC-2T$30.24-1.37%OEM-SSD-1T$128.40+1.78%eSSD-61T$9,228.00+0.22%eSSD-SATA-960$312.95+1.31%RTL-NVME1T$200.15+1.81%RTL-NVME4T$749.65+0.56%

회사 리더보드

AI 기업

메모리 가격 책정은 비트를 만드는 사람과 구입하는 사람 사이의 줄다리기입니다. DRAM, HBM 및 NAND 공급을 설정하는 제조업체와 CapEx를 흡수하는 하이퍼스케일러 및 모델 연구소 등 양쪽 측면을 모두 추적합니다.

공급측

제조사

Samsung, SK hynix, Micron, Kioxia, YMTC 및 동종업체는 DRAM, HBM 및 NAND 점유율, 노드 리더십 및 HBM 자격 상태에서 순위를 매겼습니다.

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수요 측면

하이퍼스케일러

Hyperscalers, neoclouds and frontier model labs ranked on annual AI revenue, CapEx, accelerator fleet size and other KPIs driving memory demand.

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