AI memory shortage: what it means for MU, SKHY and SNDK (aistockwire.com)
Elon Musk calls memory the AI bottleneck, and the shortage is real. Micron (MU) and SK Hynix (SKHY) are ramping up, but new plants open only in 2027 and 2028.
Memory is the bottleneck for AI, and the shortage is real #SKHynix #Micron #Sandisk $SKHY $MU $SNDK