Every Zipp story tagged #MemoryChips, newest first.
SK Hynix says memory capacity is sold out through 2029, with shortages expected to persist into 2030, reinforcing the earnings case for AI chipmakers.
The bull case rests on memory shifting from commodity afterthought to AI-scale bottleneck; the bear case on a ~66x P/E and a customer base concentrated almost entirely in hyperscaler capex.
The $50-$150 jumps land in the middle of a consumer gaming slowdown and signal that hardware makers are passing AI-driven memory inflation through to end users for the first time.
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