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ft.com

Why memory chips are the new frontier of the AI revolution

Innovation has helped push SK Hynix ahead of Samsung — and put chipmakers in the middle of growing US-China tensions

mercoledì 3 settembre 2025 New tab

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Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips

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The chips chokehold that could end the AI investment boom

Taiwan’s control of leading-edge silicon chips lies on a geostrategic faultline

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Smartphone and PC prices set to rise as AI boom drains memory chips

Executives at Consumer Electronics Show suggest drive to build infrastructure is reshaping economics of consumer tech

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China seeks to triple output of AI chips in race with the US

Fabrication plants serving Huawei push to increase production as US cuts off access to Nvidia’s top processors

ft.com·10 mesi fa