[Exclusive] "HBM is lousy" former Intel CEO taunts, and this is how SK hynix executive responded - 매일경제

The former Intel CEO's critical remarks about HBM (High Bandwidth Memory) technology have sparked significant industry attention, highlighting the competitive dynamics within semiconductor memory deve... Read original →

The former Intel CEO’s dismissive remarks on HBM technology reveal the underlying anxiety among traditional memory players amid the AI-driven performance revolution. HBM, with its stacked chip architecture delivering ultra-high bandwidth and low latency, is becoming the de facto standard for AI accelerators and data centers, forcing competitors like NVIDIA and AMD to rely on it. SK Hynix’s rebuttal signals strong industry confidence in HBM’s trajectory, underscoring a shift from linear competition to tech-driven market reshaping. As HBM gains traction, upstream suppliers such as wafer and packaging firms will face pressure to upgrade capabilities, while downstream AI compute demand will further erode DDR4’s relevance. In the short term, Intel may pursue strategic acquisitions or partnerships to strengthen its HBM position, while SK Hynix is poised to expand its global footprint in advanced packaging and memory. Over the next 12–24 months, HBM will become a critical battleground in the AI chip ecosystem, determining the strategic direction of the entire semiconductor value chain.