The brokerage noted that AI servers use multiple times more DRAM than conventional servers, with high-bandwidth memory emerging as a critical component for advanced graphics processing units (GPUs) powering large language models. As AI adoption accelerates globally, demand for premium memory products is expected to remain strong.
Jefferies believes DRAM stocks warrant higher valuations due to artificial intelligence's impact. AI servers consume significantly more DRAM, with High-Bandwidth Memory (HBM) becoming crucial for GPUs powering large language models. Global AI adoption is set to drive robust…
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