Hitachi Vantara, Friday, February 6th, 2026
A Memory-Centric Approach To System Strategy: 6 Takeaways From Supercomputing 2025
Artificial intelligence workloads are reshaping how memory is produced, priced, and prioritized. Not because the supply chain has fundamentally broken, but because manufacturers are making deliberate decisions about where to place capacity and capital. Wafer lines are being steered toward high-margin, long-term AI demand, not toward broad, undifferentiated expansion.
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