Find XO: Bottleneck moved from GPU to memory, meaning SK Hynix sold all 2026 supply (notebookcheck.net)

- SK Hynix has virtually pre-sold all 2026 production volume of DRAM, HBM, and NAND. - Quarterly operating profit is about 11.4 trillion won, a record high, up about 62% from the previous year. - Being close to the supplier does not mean domestic startups get supply first. - In a structure where large customers bundle production, domestic teams are also secondary demanders. - The advantage for Korean teams lies not in cheaper memory, but in designing product structures that use less memory first.