Inside SK Hynix: We Went To Korea To See The World's Biggest AI Memory Buildout
By CNBC
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South Korean chip giant SK Hynix, which makes the majority of the world's high-bandwidth memory chips for artificial intelligence, is undergoing the world’s largest memory fab buildout, betting $720 billion to triple capacity by 2034. This secretive memory king is also the hottest new entrant to the U.S. market, following a blockbuster Nasdaq debut in July. SK Hynix, whose market cap has jumped more than fivefold in the past year and now tops $1 trillion, is making a big bet that extreme demand from AI is here to stay. Soaring memory prices exacerbated by capacity constraints are changing the fabric of the classic boom-and-bust industry, with AI chip giants like Nvidia willing to take on more risk as they scramble to secure supply. This is a never before seen look inside the highly secured company from the largest factory being built in South Korea to an inside look at a cleanroom where memory is made, to SK Hynix’s first ever U.S. facility coming in Indiana. Plus, CNBC’s Katie Tar
Tags: SK Hynix, Samsung, Micron, memory, chips, build, Korea, Yongin, Nvidia, AMD, GPU, HBM, AI, high-bandwidth memory, DRAM, shortage, Apple, prices, chairman, Chey Tae-won
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