SK Hynix Debut Is a Bet That AI Breaks Boom-and-Bust Chip Cycle
THE SO WHAT
A record US listing and a 13% day-one pop for a memory player is a bet that AI demand can smooth the historic DRAM/NAND whiplash. If you’re a large AI buyer, assume memory pricing power persists longer than past cycles—lock in supply and revisit TCO models that assumed reversion to old norms.
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