DRAM Is Now More Expensive than Compute Chips on per-Area Basis — AI Demand Drives Memory Die Value Past Leading-Edge Silicon
6 Articles
6 Articles
The price cycles of DRAM and NAND flash are diverging due to a surge in demand for AI servers. While DRAM is expected to remain strong until next year driven by a focus on the production of high-capacity products, NAND is facing downward pressure due to an oversupply of general-purpose products, breaking the traditional market trend of moving in tandem.
DRAM Now More Expensive Than Leading-Edge Compute Silicon on a Per-Area Basis
A new analysis indicates that DRAM chip makers may currently be extracting higher revenue per unit of silicon area from their wafers than TSMC earns on its N3 (3nm) logic process — a reversal of the historical relationship between memory and leading-edge compute manufacturing economics.
DRAM Die Value Beats TSMC N2 and N3 Per Area on AI Pricing
By Indie Kings | September 23, 2026 Updated September 23, 2026: DRAM die value now beats TSMC N2 and N3 logic per square millimeter on paper, per Kurnal Insights via Tom is Hardware on September 22. At 1.50 dollars per Gb, 1b DRAM hits 0.654 dollars per mm2 against 0.424 for N2 and 0.283 for N3. Math is nominal with caveats attached. Contents The math per reports The catch Memory crisis context Buyer read FAQ Bottom Line Image: DRAM art via ar…
The fever for artificial intelligence has caused the DRAM memory to go from selling to weight to cost more than the most advanced chips in the industry. And it is that we have come to a situation where price of the DRAM has skyrocketed to such an extent that, taking as a reference the value generated by each input The memory is already worth as gold: the DRAM already surpasses the chips of TSMC at 2 nm in value per mm2 appears first in El Chapuz…
The DRAM Memory Exceeds the Computational Silicon in Value by Area in the Face of the Boom of the AI
The demand associated with artificial intelligence has contributed to higher memory prices and fuelled a striking comparison: the theoretical value of certain DRAM dice per square millimeter could exceed the estimated nominal price of processing silicon with TSMC N2 and N3 technologies, although the figures are not directly equivalent.
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