SK Hynix is spending $720bn as its shares fall by half
THE SO WHAT
SK Hynix plowing $720B into HBM fabs while its stock halves underscores how AI demand is pulling forward memory capex regardless of near-term equity sentiment. If your AI roadmap assumes cheap, abundant HBM, track these buildouts closely—capacity timing and yield will quietly set the ceiling on model scale and cost.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechThese nontech stocks can ride the AI build-out for years
The AI build-out is turning into a multi-year tailwind for “HALO” names — hard assets, low obsolescence — from power and real estate to industrials. If you’re an operator in those sectors, you’re no longer a passive supplier to data centers; you can price, contract, and co-invest like a core part of the AI stack.
Deep & Emerging TechScientists are developing a ‘magnetoelastic’ tent that makes its own electricity like a wind turbine — but don’t expect to be able to take one to Glastonbury next year
Self-powering, magnetoelastic tents are another pointer toward distributed microgeneration baked into everyday objects. For outdoor, defense, and remote-ops players, assume your gear roadmap will increasingly include embedded generation and storage rather than relying solely on external batteries and generators.
Deep & Emerging TechCloudflare and Trail of Bits now audit who Signal says you are talking to
Signal outsourcing automatic key verification to Cloudflare and Trail of Bits shows that even “trustless” systems still hinge on a few infrastructure and audit providers. If you’re selling security or privacy, map your own trust dependencies — DNS, CDNs, auditors — and be ready to explain them to customers in plain language.
Deep & Emerging TechAndroid users targeted by new WindRelay malware which can clone contactless cards in just 13 minutes
WindRelay’s ability to clone contactless cards from compromised Android phones in about 13 minutes collapses the gap between phone compromise and financial loss. Banks, wallets, and POS providers need to tighten behavioral monitoring and push faster revocation flows — assume the endpoint is already hostile.