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@damnang2 · 2026-10-15 02:27

Personally, I hope memory prices go even higher. I’m sick of the way Elon, Apple, and Jensen seem to treat memory makers like their lackeys. What exactly can you do in the AI era without memory? And which comes first? SK hynix building a competitive AI accelerator and server business, or Tesla manufacturing memory at competitive yields and costs? I hope memory companies seize this opportunity to expand beyond memory chips and build broader systems businesses.

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