SK Hynix

Every year AI hits a new bottleneck - GPUs, HBM, or power. Anthropic 3x'd revenue and still can't get enough compute, so they're have to rise prices to kill demand.

# Late last year a new AI psychosis kicked off. This time it was coding agents. People started [saying ](https://x.com/karpathy/status/2026731645169185220)this is a new era in programming, blah blah blah. [\*Karpathy tweet, late winter\*](https://preview.redd.it/t5rctaqoa5xg1.png?width=735&format=png&auto=webp&s=214aef46c05696492f3c564ae787a2b73b5f42fa) A few months later, we’ve got more than just claims. We’ve got numbers. And they say something unusual is happening in the market

Semiconductor maker SK hynix posts strong profits - upi.com

upi.com

The World Can't Keep Up With AI Labs

# Late last year a new AI psychosis kicked off. This time it was coding agents. People started saying this is a new era in programming, blah blah blah. [\*Karpathy tweet, late winter\*](https://preview.redd.it/2ihdph34c4xg1.png?width=735&format=png&auto=webp&s=07998f596484f671c134a9ca8fcece60e2addac4) A few months later, we’ve got more than just claims. We’ve got numbers. And they say something unusual is happening in the market. Coding agents are the first AI product people are

Everyone Thought Google’s TurboQuant Would Solve The Memory Crisis, But SK Hynix Says It Will Only Make It Worse - Wccftech

Wccftech

Samsung workers protest over pay gap with SK Hynix, threaten long strike - Yahoo Finance

Yahoo Finance