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GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory (HBM), advanced packaging, and liquid-cooled server racks. As the industry races to expand computing capacity, GPUs have largely defined the conversation. That dynamic, however, may be beginning to change as CPUs div

Howard Lutnick Tells Samsung and SK Hynix They Have 'No Choice' but to Build US AI Memory Fabs— and Micron's CEO May Not Be Happy - Yahoo Finance

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news.google.com 2026-07-13 Yahoo Finance

2027 Will Be the ‘Worst Year in History’ for Memory Supply, Says SK Hynix CEO - PCMag UK

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news.google.com 2026-07-12 PCMag UK

2027 Will Be the ‘Worst Year in History’ for Memory Supply, Says SK Hynix CEO - PCMag

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news.google.com 2026-07-12 PCMag

SK Hynix CEO Warns 2027 Will Be Memory’s “Worst Year” Ever, With Shortages Set To Outlast The Decade - Wccftech

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news.google.com 2026-07-12 Wccftech

SK Hynix CEO predicts global memory chip shortage until at least 2030 - dev.ua

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news.google.com 2026-07-12 dev.ua

Nvidia CEO Jensen Huang Said AI's "Most Profound Impact Will Be in Life Sciences." Does This Bet on a Biotech Stock Prove He Means It? - Yahoo Finance

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finance.yahoo.com 2026-07-11 Yahoo Finance

Nvidia CEO Jensen Huang Said AI's "Most Profound Impact Will Be in Life Sciences." Does This Bet on a Biotech Stock Prove He Means It? - The Motley Fool

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www.fool.com 2026-07-11 The Motley Fool

SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030 — CEO shares grim outlook on the day SK Hynix gets listed on Nasdaq - Tom's Hardware

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www.tomshardware.com 2026-07-11 Tom's Hardware

SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030

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tomshardware.com 2026-07-11 Jake Roach

SK Hynix CEO Kwak Noh-jung says the memory shortage will get even worse in 2027, and claiming the RAM crunch will last at least until the turn of the decade.

Memory Shortage DRAM HBM AI Accelerators Semiconductor Supply Chain SK Hynix Storage Market Chip Manufacturing

SK Hynix Sets Nasdaq Foreign Listing Record as CEO Warns of Worsening AI Memory Crunch - Tech Times

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www.techtimes.com 2026-07-11 Tech Times

SiPearl CEO Philippe Notton on Europe's AI processors, chiplets, and semiconductor sovereignty - eeNews Europe

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www.eenewseurope.com 2026-07-11 eeNews Europe

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