SK hynix Breaks Ground on First HBM Plant in the US
SK hynix has broken ground on its first HBM assembly plant in the US, connecting South Korean DRAM production to American AI chipmakers, with production slated to begin in 2029.
Will localizing HBM assembly in the US meaningfully change global AI chip supply chains, or will wafer production in South Korea remain the real bottleneck? Assembly is only one step in making HBM chips. The core manufacturing of DRAM wafers stays in South Korea under this plan. It remains unclear whether the US plant will reduce overall dependence on Asian semiconductor manufacturing or simply add a final step closer to American AI customers.
https://www.bonuz.xyz/en/blog/sk-hynix-first-us-hbm-plant
SK hynix has broken ground on its first HBM assembly plant in the US, connecting South Korean DRAM production to American AI chipmakers, with production slated to begin in 2029.
Will localizing HBM assembly in the US meaningfully change global AI chip supply chains, or will wafer production in South Korea remain the real bottleneck? Assembly is only one step in making HBM chips. The core manufacturing of DRAM wafers stays in South Korea under this plan. It remains unclear whether the US plant will reduce overall dependence on Asian semiconductor manufacturing or simply add a final step closer to American AI customers.
https://www.bonuz.xyz/en/blog/sk-hynix-first-us-hbm-plant
