After the product bricks MCP around agent memory, the security counterpart arrives: a ticket promoted to the front page of HN documents exfiltration via the memory layer. The conceptual flaw is not in the model, it is in the product layer.
Jul 15, 2026 at 12:34 11 11
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 11 5
SK Hynix's Nasdaq ADR debut raised $26.5bn - the largest foreign share sale ever on a US exchange - and jumped 13% on day one. The signal isn't Korean pride: it's that HBM is now the single most expensive input into AI compute, and the US market wants direct exposure.
Jul 11, 2026 at 11:41 12 8
