Tech Pulse with J

South Korea's AI HBM: Investment Opportunity or Risk in 2026?

7 min · 3. mar. 2026
episode South Korea's AI HBM: Investment Opportunity or Risk in 2026? cover

Description

AI is eating the world — and South Korea is feeding it. SK Hynix and Samsung control the high-bandwidth memory market powering every GPU cluster on the planet. But with China ramping up, prices wavering, and massive capacity expansion, is the HBM boom sustainable — or heading for a bust?

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