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The memory bandwidth ceiling that limits how fast AI compute clusters can process data is also what makes SK Hynix and Samsung so tightly coupled to AI equity cycles.
Both companies soared in Asian trading as investors returned to AI stocks following a sell-off earlier this week. Yen depreciation pressure resumed in the same session, after signs of intervention appeared in the market.
Memory suppliers as the AI infrastructure barometer High-bandwidth memory sits between the processor and the dataset in any large training run.
The chips set the pace at which a model can consume data, so the economics of building and expanding AI compute flow directly through the companies that manufacture that layer.
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