A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand. There is a small joke in semiconductor circles about which part of an AI server is most expensive. The graphics processor used to […]
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from https://thenextweb.com/news/sk-hynix-jumps-12-as-big-tech-doubles-down-on-ai-memory
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