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Samsung’s HBM production line has struck, and the supply gap fueling the global AI compute expansion is torn open in an instant. Nvidia’s GPU delivery cycle was already stuck at 18-24 months—now, with Samsung’s “time bomb” added on top, AI infrastructure construction is directly hit with a pause button.
The latest wave of AI narratives in the crypto world—moving from FET to TAO to all kinds of decentralized compute projects—has all relied on HBM to be fed. Once delivery is delayed by two or three months, things like mining rig orders, training cluster expansions, and even DePIN projects rolling out will all start to wither. The market is still shouting “AI + crypto = the next super cycle,” but the reality is: when the supply side chokes, the demand-side bubble has to deflate first.
Who still fantasizes that Samsung’s strike is only a “Korean union drama”? This is already the real bottleneck in the global AI arms race.
#加密市场下跌15万人爆仓