AI frenzy signals end of boom and bust for memory chipmakers
SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages
AI TechPark·
Strategic investment facilitates collaboration on next-generation AI infrastructure optimized for memory-intensive workloads Semidynamics, an advanced computing company developing memory-centric AI infrastructure for large-scale inference, today announced a strategic investment from SK hynix, one of the world’s leading memory manufacturers. The investment reflects a shared conviction that memory architecture, not compute... The post Semidynamics Lands Investment to Advance AI Inference Chips first appeared on AI-Tech Park.
Read full articleSK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages
Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch
According to Nikkei Asia, even as suppliers ramp up DRAM production, manufacturers are only expected to meet 60 percent of demand by the end of 2027. SK Group chairman has even said that shortages could last until 2030. The world's largest memory makers - Samsung, SK Hynix, and Micron - are all working to add new fabrication capacity, but almost none of it will be online until at least 2027, if not 2028. SK opened a fab in Cheongju in February, but that is the only increase in production among the three for 2026. Nikkei says that production would need to increase by 12 percent a year in 2026 and 2027 to meet demand. But according to Counte … Read the full story at The Verge.