South Korea's President led an AI summit in San Francisco on Friday, and the venue became an epicenter of deal-making, with at least $750 billion worth of long-term agreements (LTAs) and MOUs inked within the span of just a few hours, and was followed by a 'family dinner' attended by representatives from NVIDIA, Broadcom, Microsoft, Samsung, SK hynix, Hyundai Motor and Naver. Samsung, SK hynix, and NVIDIA secured $750 billion worth of agreements at San Francisco's AI summit Under the terms of this agreement, NVIDIA will get a "co-develop opportunity" on SK hynix's next-gen HBM, helping it secure a stable […]

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A bombshell report from the Bank of America has just demolished the fallacy that new memory supply is just around the proverbial corner, with SK hynix now likely to bring online just around one-sixth of its initially envisaged production capacity additions by 2028. According to a Taiwanese memory chip industry insider, Samsung and SK hynix will only be able to bring their massive new fabs at Gwangju and Jeolla fully online after a decade We already know that South Korea's President, Lee Jae-myung, wants the country's memory capacity doubled by 2030, and has touted massive new fabs that Samsung and […]

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South Korean chip startup XCENA is betting that AI's real bottleneck is not compute, but memory.