반도체·하드웨어 · 리포트
Sammy Fans examines the DRAM split over the 4F² cell architecture, framing Samsung and SK hynix as alarmed, CXMT as making an aggressive bet, and Micron as having made a clever rejection of the design.
If the 4F² shift divides the leading DRAM makers, it could change which memory suppliers capture AI server demand and where new capacity gets built.
업계 전문지Slicast · 2026년 10월 22일 15:39 UTC · 미국 · 출처: Sammy Fans
중요도 42