SKHY.XThe memory story is becoming impossible to ignore.
DRAM revenue has surged more than 5x in just three years as AI demand shifted from traditional H100 clusters toward memory-intensive $NVIDIA(NVDA)$ Blackwell systems.
The hidden bottleneck in AI isn't only compute anymore, it's memory bandwidth. HBM requires 2 to 3x more silicon per gigabyte compared with traditional memory, meaning every wafer redirected toward HBM production reduces the available supply of commodity DRAM.
AI infrastructure growth is creating a completely different memory cycle, and the companies positioned in the supply chain could benefit massively.
I saw this opportunity before most were paying attention.
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