HBM Should Not Be Sold for Cash Alone: Why Samsung and SK hynix Should Take OpenAI EquityMemory is the bottleneck of the AI stack, yet it is still paid for in cash alone. Bottleneck equity: sell to cash kings for cash, and take 20 to 30 percent of a frontier lab's payment in equity…Where does memory pricing break first — HBM contracts or spot DRAM?https://www.vlsi.kr/en/memory-for-equity-en/?utm_source=mastodon&utm_medium=social#Semiconductor #Electronics #HBM #Memory #AI
HBM Should Not Be Sold for Cash Alone: Why Samsung and SK hynix Should Take OpenAI EquityMemory is the bottleneck of the...
