Episode Details

Memory prices are soaring as AI data centers devour chips, prompting SK hynix and Sandisk to unveil High Bandwidth Flash — a new memory type bridging speed and cost between HBM and SSDs. But the race isn’t just about tech: Samsung’s zHBM and Kioxia’s alternative prototypes threaten to fragment the market. With AI spending hitting trillions, investors are watching closely as chipmakers battle to set the next industry standard — and whoever wins could redefine computing itself.

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