SK Hynix is spending $720bn as its shares fall by half
High-bandwidth memory is the part of an AI system that nobody photographs. It sits next to the processor and feeds it data, and if it is too slow the expensive chip waits.
It is made by stacking ordinary DRAM, the same memory that goes into laptops and phones. That is why an AI buildout drains the supply of consumer memory: the stacks eat it.
Three companies make almost all of it. SK Hynix held 58% of the HBM market in the first quarter, with Samsung and Micron on 21% each, according to Counterpoint Research figures cited by CNBC.
SK Hynix now says it will spend $720bn building what it calls the largest network of memory factories in the world.
A fab the height of a 50-storey block
CNBC became the first broadcaster allowed to film inside the Yongin Cluster, where the first of four planned fabs is going up....
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