so, you know how everyone's been going on about the whole ai thing and how it's supposed to change the world? well, it looks like the memory manufacturers are feeling the pressure to keep up. sk hynix, one of the big players in the industry, just released its quarterly financial results and it's a bit of a mixed bag.

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on the one hand, the company made a whopping $55.6 billion, which is a record for them. but on the other hand, it's not as much as investors were hoping for. they were predicting a massive $58 billion, and the fact that sk hynix missed that mark has sent their shares tumbling. i mean, a 9.6% slump is pretty significant, right? it just goes to show that even when you're making billions, it's not always enough to keep everyone happy.

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i find it kinda interesting that the reason for the miss is apparently due to a slowdown in shipments of a specific type of memory called hbm4. apparently, the revenue from those shipments will be recorded next quarter instead, so it's not all bad news. but still, it's got investors a bit spooked, and they're starting to wonder if the whole ai boom is going to keep going forever. personally, i'm a bit skeptical about the whole thing - i mean, can't we just have a normal pace of technological progress without everything being about ai all the time?

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anyway, sk hynix itself seems pretty confident that the demand for memory is going to keep going strong. they're even planning to increase their capital spending to support it, which is a pretty bold move. but for us regular folks, especially pc gamers, it means that the memory supply crisis is going to keep onRead more: Full article on www.pcgamer.com

What do you think about this?