The Memory Trade: Samsung's Record Breaking Profit
Limitless: An AI Podcast
2 DAYS AGO
The Memory Trade: Samsung's Record Breaking Profit
The Memory Trade: Samsung's Record Breaking Profit

Limitless: An AI Podcast
2 DAYS AGO
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Shownote
Shownote
Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strain...
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Highlights
Chapters
Chapters
Transcript
Transcript