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May 4, 2026, 4:41 am70 ptsTrending
The Next Web
A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand. There is a small joke in semiconductor circles about which part of an AI server is most expensive. The graphics…
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