Azeem Azhar
2.9K posts
@azeem
Exponential View @exponentialview.
SK HYNIX ADR $SKHY NOW TRADES AT NEARLY A 50% PREMIUM TO KOREAN SHARES
THE MEMORY-AS-A-SERVICE PIVOT: SK HYNIX WANTS TO MOVE BEYOND COMMODITY DRAM TLDR: SK Chairman Chey Tae-won says SK Hynix wants to shift from selling standardized memory toward custom chips optimized for each customer’s system. He also left the door open to a stock split as the company begins its Nasdaq chapter. Chey calls the model “Memory as a Service,” or MaaS. Instead of manufacturing memory first and asking customers to use it, SK Hynix would help design and tune the memory architecture around specific AI systems. That means a move toward customized memory for data centers, humanoids, PCs and autonomous vehicles, rather than relying only on mass-produced commodity DRAM. Some in the industry see an even bigger possibility: large memory centers that let customers access memory capacity when needed, similar to how cloud providers rent computing infrastructure. Chey also rejected the AI bubble argument. He described today’s AI as only 4 to 5 years old, arguing that memory demand will rise structurally as systems move toward AGI. SK has already invested more than $35 billion in the US, and Chey said future investment could be much larger. He also said the group would consider a US semiconductor plant and use stock options to recruit global talent. #SKHynix #SK하이닉스 #CheyTaeWon #최태원 #MemoryAsAService #MaaS #CustomChips #맞춤형반도체 #HBM #DRAM #Memory #메모리 #AIInfrastructure #AI인프라 #Nasdaq #StockSplit #반도체 $SKHY $DRAM $SOXX $SMH $EWY $KORU
Today Cassandra Unchained crossed 300,000 subscriber. 231 days from the start. michaeljburry.substack.com 346,689 Followers. 300,044 Subscribers. ALL 50 States and 212 Countries. 52% of Subscribers are from Outside the United States. I am so thankful.
This is not your usual “I just came back from China” report. @busbyj2 is a top US expert on critical minerals & clean tech. Tons of insight here: “China’s scale of manufacturing — and the vast supplier ecosystems this sustains — make China arguably the only country where a mobile phone maker can try to become an EV maker as well.” thewirechina.com/2026/07/12/ame…
We're extending Claude Fable 5 access on all paid plans, as well as keeping Claude Code’s weekly rate limits 50% higher, through July 19.
A fairly outrageous error on data centre water consumption by the Guardian, found and corrected by the noble @BristOliver The “it is by now fairly well-known” is the real tell here
