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The bandwidth constraint in AI compute sits in memory.
Feeding data to an accelerator fast enough to keep matrix operations running is a physical bottleneck, and South Korea's two largest chip companies hold direct exposure to that supply chain.
On Friday, shares of SK Hynix and Samsung Electronics each surged more than 20%, tracking a sharp recovery in U.S. What moved the stocks on Friday The catalyst was external to both companies.
Neither SK Hynix nor Samsung announced a major product or contract development on Friday. technology equities rallied sharply, and both Korean chipmakers tracked that recovery.
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