SK Hynix, Micron Solidify Memory Chips as Runaway Stars of AI - Bloomberg

SK Hynix and Micron Technology are strengthening their memory chip positions as key drivers in the AI revolution. The explosive growth of AI applications has created unprecedented demand for high-perf... Read original →

SK Hynix and Micron’s aggressive adoption of 3nm and EUV isn’t just scaling—it’s redefining memory as the AI performance bottleneck. Technically, this forces logic designers like NVIDIA to co-optimize SoCs for HBM4 interfaces, while pressuring ASML and Lam Research to fast-track EUV tool deployment. On compliance, Micron faces escalating dual costs from U.S. export controls on China sales and manufacturing, whereas SK Hynix’s diversified footprint across Korea and Taiwan, China grants greater supply chain resilience. Samsung, now cornered, may abandon DRAM price wars to focus on AI-optimized variants or risk capital inefficiency. Within 18 months, memory valuation will shift from cost-per-bit to AI throughput-per-watt—a metric that will reset data center efficiency benchmarks and cement memory as the core enabler of AI infrastructure.