As demand for high-bandwidth memory (HBM) for artificial intelligence (AI) servers has soared, the p.. - 매일경제

As demand for high-bandwidth memory (HBM) in AI servers surges, the semiconductor supply chain is experiencing significant disruptions. Korean telecom operator KT has taken preemptive action by advanc... Read original →

The AI-driven HBM frenzy is triggering a 'memory suction effect,' diverting not only advanced packaging capacity but also starving mature-node DDR and LPDDR4 supply chains. KT’s preemptive KRW 1.45 billion payment to secure set-top box memory reveals how consumer electronics suppliers are now in defensive mode—memory now constitutes 70% of BOM costs, shattering legacy pricing models. While Samsung and SK Hynix reap HBM windfalls, their neglect of mainstream memory allocation could push desperate customers toward suppliers in Taiwan, China or mainland China. Over the next 12–24 months, the industry will likely institutionalize a dual-track allocation system: AI-first versus essential electronics. OEMs without long-term contracts face acute supply risks, and without regulatory coordination, shortages may spill into automotive and industrial sectors, creating systemic fragility.