AI demand is speeding the shift from 2D to 3D DRAM as physical scaling limits make further cell shrinkage harder. Shay Boloor says this makes Micron and SK Hynix increasingly strategic in the compute stack.
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AI demand is speeding the shift from 2D to 3D DRAM as physical scaling limits make further cell shrinkage harder. Shay Boloor says this makes Micron and SK Hynix increasingly strategic in the compute stack.
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