The test. A provisional reading. It stands if the memory shortage SK hynix forecast through 2030 is still on its makers’ own calls, and weakens if it is not.
a mixed or partial reading SK hynix’s own forecast was of shortage through 2030, and Micron had agreed price and volume for its entire 2026 supply of high-bandwidth memory by 17 December 2025.
From The AI Compute Race. Read the book
- Falls due
- Read on
- The makers’ own calls
- Chapter
- Chapter 5 — The Island in Every Machine
Why every accelerator runs through Taiwan: the foundry, the packaging and the memory that are booked years ahead, and what that does to anyone arriving late with cash.
What it names
- Party SK
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How to cite this page
Dryburgh, Lee S. “Chapter 5, the memory half.” In The AI Compute Race. DRYBURGH. https://dryburgh.com/vol1/tests/2027-13 (accessed 2026-11-01).
BibTeX
@misc{dryburgh-chapter-5-the-memory-half-2026,
author = {Dryburgh, Lee S.},
title = {{Chapter 5, the memory half}},
howpublished = {In \emph{The AI Compute Race}, DRYBURGH},
year = {2026},
url = {https://dryburgh.com/vol1/tests/2027-13},
note = {Accessed 2026-11-01}
}