SK hynix to become biggest supercycle winner and overtake TSMC in chip profit by 2027: Nomura
Posted by snowfordessert@reddit | hardware | View on Reddit | 7 comments
SemanticTriangle@reddit
"We fit a line to the most recent data and put the result in a headline."
no6969el@reddit
What does this mean for the consumer? Better prices? Or do they set the tone now?
Acrobatic_Fee_6974@reddit
Worse pricing for GPUs (VRAM) and system RAM.
battler624@reddit
Means nothing
Working_Sundae@reddit
It means we get the crumbs, get ready for more 8GB Nvidia GPU's with shitty memory buses with elevated prices
Jenson is gonna milk it
Tasty-Traffic-680@reddit
Nope. Quite the opposite. Their entire capacity for 2026 is already booked and most of it is just for Nvidia.
VastTension6022@reddit
It means memory is more important than logic for ai, so expect ram prices to accelerate for the foreseeable future.