DRAM
The volatile working memory that HBM is built from
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AI Intelligence Graph
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Follows the graph · 1 entity
Full file coming soon. DRAM's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file
Overview
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L4 Tools · Memory / HBM
DRAM
The volatile working memory that HBM is built from
- Links
- 5
- Deals from filings
- 0
- Exposed if it fails
- 1
- 16 within 2 steps
- It depends on
- 4
- 18 within 2 steps
No company file yet: revenue, customers and other figures appear here once they are taken from its filings.
What it is
DRAM is the foundational volatile memory technology; HBM is a specialized 3D-stacked packaging of DRAM dies, so every HBM stack consumes leading-edge DRAM wafer capacity. The AI boom has diverted DRAM capacity into high-margin HBM, tightening supply and lifting prices for conventional DDR5/LPDDR/GDDR used in CPUs, servers, and GPUs. Advanced DRAM nodes (1-alpha/1-beta/1-gamma, moving toward EUV patterning) are made by SK Hynix, Samsung, and Micron.
Key facts
from its map entry- Relation to HBM
- HBM = 3D-stacked DRAM dies
- Makers
- SK Hynix, Samsung, Micron
- AI effect
- Capacity diverted to HBM tightens DDR5/GDDR
- Leading nodes
- 1-gamma; EUV adoption in DRAM
Pick a link to move the graph there: · · · ·
Connections5 links
Pulled 28 Oct 2026 · AI Systems Map links
Its suppliers
4Who depends on it
1Compare two: what DRAM shares with another entity
Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.
Data sources1 source
| Source | Feeds | Data dated | Pulled | Pulled again | Status |
|---|---|---|---|---|---|
| AI Systems Map links5 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026 | Connections | · | 28 Oct 2026 | when the map is reviewed | hand-built; deals checked against filings |
Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.
Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.