SK hynix Revenue Surpassing TSMC Raises Concerns Over Memory Boom Sustainability
jwt0625 · x · 2026-08-03
The author expresses astonishment that SK hynix is currently generating more revenue than TSMC. He points out that while memory is fundamentally much simpler than logic—such as having 3x fewer BEOL metal layers in DRAM compared to logic—this current trajectory is likely unsustainable and will not end well.
Related event: SK Hynix Revenue Surpassing TSMC Sparks Debate Over Chip Complexity(3 posts)→
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