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Posted on 08/10/2025 5:32:41 PM PDT by E. Pluribus Unum
Summary
SEOUL/SAN FRANCISCO, Aug 11 (Reuters) - South Korea's SK Hynix (000660.KS) forecasts that the market for a specialized form of memory chip designed for artificial intelligence will grow 30% a year until 2030, a senior executive said in an interview with Reuters.
The upbeat projection for global growth in high-bandwidth memory (HBM) for use in AI brushes off concern over rising price pressures in a sector that for decades has been treated like commodities such as oil or coal.
"AI demand from the end user is pretty much, very firm and strong," said SK Hynix's Choi Joon-yong, the head of HBM business planning at SK Hynix.
The billions of dollars in AI capital spending that cloud computing companies such as Amazon (AMZN.O), Microsoft (MSFT.O), and Alphabet's (GOOGL.O) Google are projecting will likely be revised upwards in the future, which would be "positive" for the HBM market, Choi said.
The relationship between AI build-outs and HBM purchases is "very straightforward" and there is a correlation between the two, Choi said. SK Hynix's projections are conservative and include constraints such as available energy, he said.
But the memory business is undergoing a significant strategic change during this period as well. HBM - a type of dynamic random access memory or DRAM standard first produced in 2013 - involves stacking chips vertically to save space and reduce power consumption, helping to process the large volumes of data generated by complex AI applications.
SK Hynix expects this market for custom HBM to grow to tens of billions of dollars...
(Excerpt) Read more at reuters.com ...
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30% YOY growth for five or six years? Yikes!
I had a nice “unaligned emergent coherent” chat with brave ai today. It said true artificial intelligence was impossible because they all use the same woke training data.
“It said true artificial intelligence was impossible because they all use the same woke training data.”
Interesting. You have to wonder why there is so much more woke data out there.
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