South Korea is investing $520 billion in Samsung and SK Hynix to build more HBM fabs for AI
… They will focus on producing lucrative HBM for the AI and data center markets rather than memory for the consumer technology market. …
… They will focus on producing lucrative HBM for the AI and data center markets rather than memory for the consumer technology market. …
… Instead, Micron can shutter its profitable, massive consumer- and OEM-facing Crucial brand as everyone pivots to HBM and everything AI. …
… In the interview, David pointed to the AI boom that has shifted supply away from consumer DDR5 and toward HBM for AI data centers. …
… Read more : SK hynix to boost DRAM production by a huge 8x in 2026, still won't be enough for RAM shortages Read more : SK hynix, Samsung, and Micron fighting for NVIDIA supply contracts for new 16-Hi HBM4 orders Read more : SK hynix and Samsung team up to standardize LPDDR6-Processing In Memory PI… …
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… Similar News Stories Micron begins shipping industry's fastest HBM4 at 11Gbps, to partner with TSMC for future HBM4E HBM4 competition heats up as Samsung approves mass production of D1c process tech for HBM4 SK hynix confirms both HBM4 and HBM4E memory are coming this year for next-gen AI GPUs SK h… …
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… What makes it new is that it allows the GPU to access the SSD's high-speed flash memory as an extension of existing High Bandwidth Memory HBM in AI systems. …
… AI GPUs rely heavily on HBM, while AI CPUs use DRAM, and both are currently in short supply. …