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SK Hynix Bets Big on AI Memory | Durham News
SK Hynix is pouring $38 billion into new factories in South Korea to fuel the AI chip boom, betting big that demand for high-bandwidth memory will explode through 2031. Over $35 billion goes to a DRAM plant critical for HBM—Nvidia’s go-to chip—and the rest funds a more stable NAND facility. Though construction won’t start until 2029 and 2028, the move mirrors Nvidia’s long-term bets, showing SK Hynix is locking in future supply. Despite record revenue, stock volatility reflects investor anxiety about AI’s longevity—so the company’s also boosting shareholder returns. This bold play signals a…
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