I actually hope memory prices keep climbing. Tired of watching Elon, Apple, and Jensen treat memory makers like they're disposable suppliers.

What exactly can you do in the AI era without memory? Nothing.

So which happens first — SK hynix builds a competitive AI accelerator and server business, or Tesla starts manufacturing memory at competitive yields and costs?

I'm rooting for memory companies to use this moment to break out of the commodity trap and build real systems businesses beyond just selling chips.