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Memory bandwidth is the binding constraint in AI compute. A GPU can add faster logic and more cores, but if the memory interface cannot move weights and activations quickly enough, throughput stalls.
High-bandwidth memory, the stacked-die architecture that sits directly beneath AI accelerator chips, solves that problem at the hardware level.
SK Hynix, the leading maker of high-bandwidth memory, is committing $720 billion to expand memory factory capacity in South Korea.
An exclusive first look at the facilities shows a buildout now large enough to visibly reshape the country's industrial footprint.
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