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Five days that reminded the market AI agents run on CPUs, and yesterday's DDR4 can still earn its keep
Why the US GPU-depreciation debate, Taiwan's Auras limit-up, SK Hynix's $720B fab plan tied to grid policy, and Japanese chemistry migrating into Taiwan are all angles of the same picture
A 25% price hike, a 25% residual guarantee, and a shorted bet on when Hopper actually stops paying rent.
Apple cut iPhone shipments on a DRAM shortage, CoreWeave raised GPU prices 25%, Taiwan's Elan called it the 'AI displacement effect' — and Korea, Taiwan, and Japan quietly agreed the wafer is finite
Six Wall Street houses agreed to finance NVIDIA's own demand while Vera Rubin memory crossed 62% of BOM and Intel diluted $20B — all in the same 72 hours
In the same five days Kiwoom cut Samsung/SK Hynix targets and Citi trimmed Micron on a memory-peak narrative, Taiwan's Yu Hsiang (+378%), ChipMOS (+267%), and Wingtech-style ODM 永擎 (+1,186%), Japan's Advantest guidance hike, and Korea's Asem Ray pellicle raise plus Abaco TGV pilot signalled that the physical layer beneath the die is compounding across all four countries.