SK Hynix, Micron Solidify Memory Chips as Runaway Stars of AI
THE SO WHAT
The fact that SK Hynix and Micron are now framed as the "runaway stars" of AI cements memory—not just compute—as a core constraint in model scaling. If you're planning large models or dense inference, treat HBM and DRAM supply, pricing, and vendor concentration as strategic risks on par with GPU access.
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