Post by Lin on X
Memory now makes up more than 1/4 of the total cost of a GPU rack.
And there are only 3 HBM companies in the world:
- Micron
- SK Hynix
- Samsung
That's it.
These 3 companies sit in one of the most important layers of the AI supply chain.
The $3 trillion memory bottleneck.

384 likes31 repliesPosted May 26, 2026