SK Hynix Is Betting $38 Billion on the AI Chip Boom
SK Hynix plans to spend $38 billion building two new memory-chip plants, a major bet on future demand for the hardware that powers AI systems.
In this episode, we break down why the AI race is not only about software. It is also a massive manufacturing story, where the companies building the underlying chips may hold enormous leverage.
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The skinny
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