Semiconductor Insider(@SemiconductorsX):If the company behind one of the largest AI compute commitments is already saying there is no assurance the three main memory suppliers can deliver on time, does the next constraint stay on how fast those suppliers can add capacity, or on how many more buyers lock in the remaining volume first? $MU $SKHY #Samsung In its S-1 filing with the SEC, Anthropic named Samsung, SK Hynix, and Micron as the dominant producers of high-bandwidth memory.

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参加 May 2016

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Semiconductor Insider@SemiconductorsX

2026.10.27 03:42

If the company behind one of the largest AI compute commitments is already saying there is no assurance the three main memory suppliers can deliver on time, does the next constraint stay on how fast those suppliers can add capacity, or on how many more buyers lock in the remaining volume first? $MU $SKHY #Samsung# In its S-1 filing with the SEC, Anthropic named Samsung, SK Hynix, and Micron as the dominant producers of high-bandwidth memory.