May. 12 at 9:33 PM
The Five Layers of Memory
1. Near Memory:
Sk hynix, Samsung ,
$MU
2. Main Memory:
Sk hynix, Samsung, CMXT,
$MU
3. Expansion Memory:
SK hynix, Samsung,
$MU,
$ALAB,
$MRVL ,
$MCHP ,
$RMBS
To be continued...
AI scaling starts and ends with memory! 🚀 While HBM3E keeps Near Memory a tight race for
$MU and Korean giants, the real 2026 alpha lies in Expansion. With CXL 3.0 going mainstream,
$ALAB and
$MRVL are smashing the "Memory Wall" limitations—that’s where the valuation re-rating is!
Is
$ALAB the next Broadcom in the CXL expansion space, or will incumbents catch up? What’s your top play for the memory revolution? Drop your pick below! 👇
