Two companies produce eighty percent of the world's AI memory

Finance
Two companies produce eighty percent of the world's AI memory

Deep in the industrial heart of South Korea, two massive tech giants wield more influence over the artificial intelligence revolution than almost any Silicon Valley startup.

While the world focuses on the software that powers artificial intelligence, the physical brain of the revolution relies on a specialized type of hardware called High Bandwidth Memory. Samsung and SK Hynix, two South Korean titans, have secured a stranglehold on this market by producing eighty percent of these critical chips. These components are the only ones capable of feeding data to processors fast enough to keep up with AI demands. This dominance is so absolute that a mere one percent improvement in how many working chips they can harvest from a single silicon wafer adds billions of dollars to their annual bottom line.

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