(https://www.marketwatch.com/story/as-sk-hynix-lands-in-the-u-s-heres-why-investors-should-be-wary-of-the-chip-sectors-bubble-like-volatility-3db579c6?mod=mw_rss_topstories) is getting priced as an existential threat to domestic memory makers, but that's lazy thinking. The real issue: memory margins are already compressed from peak cycle.

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