'AI Equals Memory': Why The AI Boom Now Runs Through Micron, SK Hynix And Samsung
The defining bottleneck of the artificial-intelligence boom is no longer the graphics processor. It is the memory that sits next to it. That is the core argument of a Monday note from Jordi Visser, head of AI macro nexus at 22V Research. Borrowing a line from KAIST professor Kim Jung-ho — the engineer often called the