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TL;DR: Korea’s June 29 plan puts over $550B toward new memory fabs — a slice of a much larger $3.1T multi-decade Samsung/SK spending plan. Most new capacity targets high-margin server DRAM and HBM, not everyday PC/laptop memory. Micron is running its own parallel expansion; China’s CXMT is growing fast but not yet server/HBM-ready. Real relief…
Read MoreIf you run AI models in production, the bill has a shape you’ve probably noticed: a surprising amount of it traces back to memory. Every token a model generates has to be served out of fast memory sitting right next to the GPU, and that memory — High Bandwidth Memory, or HBM — is scarce,…
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