Silicon AnalyticaGlossary · Memory
What is DRAM?
DRAM (dynamic random-access memory) is the main working memory in computers, phones and servers. It stores data temporarily and loses it when the power is switched off.
Why it matters for investors
DRAM is a commodity-like market served by a few large producers, so prices can swing sharply as supply and demand shift. Memory makers’ revenue and margins often move with these price cycles.
Investors follow contract and spot prices, inventory at customers and suppliers, and producers’ capital spending plans to judge where the cycle stands.
Key companies
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General educational explanation. Information only, not investment advice.