SK Hynix profit jumps 632% as it says memory shortage will last to 2030
THE SO WHAT
A 632% profit jump and guidance of memory shortages through 2030 say the AI cycle is bottlenecked on DRAM and HBM, not just GPUs. If your roadmap assumes cheap, abundant memory, you need a plan B — model compression, tiered memory, and vendor diversification become core design choices, not optimizations.
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