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Memory bandwidth is the physical ceiling on AI inference throughput, which places the companies supplying it at the front of any rotation tied to AI capital spending.
Samsung and SK Hynix both saw their shares slide on South Korea's Kospi as investors extended a broader sell-off in AI-exposed chipmakers. A trading halt was triggered on the exchange.
Where memory suppliers fit in the AI hardware stack The constraint driving chipmaker sensitivity to AI sentiment is architectural.
A GPU cluster's utilization rate depends on how fast data moves between the processor and memory. When that bandwidth falls short, compute sits idle.
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