Why does memory matter more than logic chips for AI?

Because every AI system is memory-bound: the chips everyone tweets about wait on the memory feeding them. Korea took the AI hardware crown quietly while the analysts were writing Nvidia fan fiction, and in June 2026 Samsung and SK Hynix pledged $520 billion for 4 new chip plants. The market that books out a year ahead tells you where the bottleneck, and the pricing power, sits.