Because SK Hynix has substantially ramped up its production of HBM memory for GPUs (due to AI demand) which requires more silica per die than DRAM. Since compan

Because SK Hynix has substantially ramped up its production of HBM memory for GPUs (due to AI demand) which requires more silica per die than DRAM. Since companies produce HBM and DDR memory in the same factory and using the same equipment (more or less) shifting production to HBM has the double whammy of less silica for and hence less DRAM production. See this video by Anastasi In Tech to understand the memory crisis - https://www.youtube.com/watch?v=KghkI5Oh_lY https://www.youtube.com/watch?v=KghkI5Oh_lY