other
Memory product class that SK hynix intends to customise as the basis of long-term Big Tech partnerships.
No evidence-backed relationships are recorded.
Micron's stock is up more than tenfold since end-2024 and it is spending $50 billion at home. Its employees and its host city now hold the same cyclical bet three ways.
Reality
IDC says memory tightness runs through 2027, driven by AI demand that compounds and producers who are managing supply on purpose. Treating DRAM as a spot commodity is now a two-year budgeting error.
Reality
TrendForce now expects domestic silicon to take about 90% of China's AI accelerator market in 2026, up from 45%. The arithmetic says the constraint is fab and packaging output, not Washington.
Reality
Chey Tae-won told CNBC he is willing to build a front-end fab in the U.S. but cannot find a site, and warns rising chip prices will reach finished goods. Memory is now a 2027 cost line.
Reality