DRAM's Shift to 3D Architecture Puts $MU, $SKHY in Key Compute Position

DRAM scaling is reportedly becoming a physics problem as shrinking cells in 2D grows more difficult, pushing the industry toward 3D architectures. The post argues AI is accelerating that transition while simultaneously driving higher memory consumption, positioning Micron ($MU) and SK Hynix ($SKHY) in what it describes as a highly valuable part of the compute stack.