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SK Group Chairman Chey Tae-won: AI Chip Business Embraces Customization, Deepening Ties with Core Clients
2 day ago /
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Author：小编
SK Group Chairman Chey Tae-won has emphasized that the landscape of AI memory chips is evolving towards specialization. The industry is transitioning from broad commercialization to tailored customization, adopting a business model that hinges on a select few key customers. As a provider of NVIDIA's High Bandwidth Memory (HBM) chips, SK Hynix will engage in close collaboration with specific clients during the initial phases of product development. While this approach holds the potential to boost gross margins, it also introduces the risk of becoming overly reliant on AI customers, underscoring the critical importance of careful customer selection in determining success or failure.
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