AI Cost Concerns Back in Focus

A Chosun Biz article reported that SK Hynix is slowing the ramp-up of HBM4 (next-generation high-bandwidth memory for AI, particularly Nvidia’s upcoming Rubin platform) by delaying the conversion of some HBM3E production lines. The company is reallocating resources to general-purpose (commodity) DRAM, where supply shortages have driven significantly higher operating profit margins (potentially up to…