SK Hynix’s Rebound From $470 Billion Rout Hinges on AI Spending
THE SO WHAT
A $470 billion drawdown tied to sentiment on AI demand shows how violently memory suppliers can reprice when hyperscaler capex expectations wobble. If your business depends on GPUs or HBM, lock in multi-quarter supply and pricing where you can — and assume volatility in vendor health, not a smooth up-and-to-the-right curve.
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