The Whole AI Boom Is Betting on Memory Made in One Country
中文摘要
AI热潮高度依赖韩国的高带宽内存（HBM），供应链因缺乏冗余而面临单一国家垄断带来的风险。
English Summary
The AI boom relies heavily on South Korea's high-bandwidth memory, creating a critical supply chain vulnerability due to a total lack of manufacturing redundancy.
Original Excerpt
The AI supply chain looks diversified until you trace the dependencies. Every layer rests on one with almost no redundancy: high-bandwidth… Continue reading on Medium »