Chapter 5, the memory half

The test. The last reading, made on the same calls by the same rule. 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 As for the reading of 31 December 2027.

From The AI Compute Race. Read the book

Falls due

31 December 2028

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.

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@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/2028-9},
  note = {Accessed 2026-11-01}
}