Winners:
• SK hynix (HBM leader)
• Samsung (catching up)
• Micron (strong in HBM3E)
The memory business will not disappear, but it will change structure:
From PC / phone driven → AI / data-center / edge-AI driven
Memory demand will grow faster than logic, but:
• Cyclicality remains
• Technology gaps widen
• Only top players survive long-term
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