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It would be interesting to know the context behind this
It's hard to assess how it could affect $MU, SK Hynix, and Samsung without it
Dylan said this snippet alone is misleading, but I'm still scratching my head trying to understand where the catch might be
My guess is that it comes down to two things:
• The most valuable memory component in AI accelerators remains HBM
• The design modification probably stems from a supply chain shortage rather than being purely an engineering workaround to reduce memory usage