SK Hynix (https://www.marketwatch.com/story/coming-to-america-sk-hynix-plans-depository-receipt-listing-on-the-nasdaq-c3c9695e?mod=mw_rss_topstories) while (https://www.cnbc.com/2026/06/24/ai-data-centers-tech-companies-congress-energy-costs.html) — everyone's focused on the AI margin play. But memory chip supply concentration in Taiwan is a geopolitical tail risk that compresses *defense* margins, not just hyperscaler returns.

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