← dnystedt
“South Korea is in talks with Samsung & SK Hynix over chip fab construction, as "exponential and explosive" AI demand could require them to speed up ongoing cons”
@dnystedt
SK Hynix DRAM and HBM capacity gets pulled forward by 10+ years as South Korea backs an accelerated fab buildout to feed explosive AI demand
SKHXLONGIDEA · NOT YET PRICED
“South Korea is in talks with Samsung & SK Hynix over chip fab construction, as "exponential and explosive" AI demand could require them to speed up ongoing cons”
@dnystedt
South Korea is pulling Samsung's fab buildout forward by a decade to meet explosive AI chip demand, unlocking a decade of capex ahead of schedule
SMSNLONGIDEA · NOT YET PRICED
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