How SK hynix Won the AI Memory Race (Patreon)

SK hynix and the HBM Revolution

Chapters 0:00 Start 0:34 Beginning 2:03 Hyundai's Crisis 3:40 Micron's Offer 5:15 Hynix Claws Back 6:30 Hynix Goes Down 7:54 SK Group 10:54 The Chairman's Push for Hynix 13:42 New Management 14:56 The High Bandwidth Memory Dream 16:14 What HBM Is 18:18 HBM1 19:07 Moving on to HBM2 20:48 HBM2 23:57 Changing It Up for HBM2E 25:46 TC-NCF 28:13 MR-CUF's Failure 29:25 MUF? 30:29 SK hynix's Packaging Breakthrough: MR-MUF 31:59 A Moment of Validation 33:47 SK hynix Makes the Call 36:06 Conclusion Links: - Patreon (Support the channel directly!): https://www.patreon.com/Asianometry - X: https://twitter.com/asianometry - Newsletter & Podcast (available through Stratechery Plus): https://asianometry.passport.online/ - LinkedIn (feel free to connect): www.linkedin.com/in/jon-y-asianometry