The AI Memory Revolution: The Nex...

The AI Memory Revolution: The Next Big AI Investment Theme?

Kurv Your Enthusiasm by Kurv Investment Management
S1
Jul 10, 2026
25:20

Episode notes

In this episode of Kurv Your Enthusiasm, Howard Chan and Dominique Tersin explain why High Bandwidth Memory (HBM) has become essential to AI, what's driving unprecedented demand, why SK Hynix has emerged as a leader in the space, and what it all means for investors.

Keywords

AI memory
Memory Chips
SK hynix