“Founder of HBM” Just Released an Assessment That Could Completely Change the Entire AI Semiconductor Industry

Professor Kim Jeong-ho — who is considered the “Father of HBM” — has just shared a very noteworthy perspective: 🧠 “The essence of AI is memory. The demand for semiconductors in the future could increase by 100 times or more.” According to him, the world is only at the beginning of the AI revolution. Currently, only about 10% of the population uses AI regularly, but in the future, AI could become a tool that works throughout the day for every individual and business. Even more notably, the era of autonomous AI Agents is approaching very quickly. Imagine each person owning 100 AI Agents operating 24/7: • One agent managing work • One agent trading financial assets • One agent researching data • One agent creating content • One agent programming • One agent running a business At that point, the volume of tokens processed will explode exponentially — and all of them will require HBM (High Bandwidth Memory). 🔥 This is precisely why HBM is becoming the “new oil” of the AI industry. Professor Kim also emphasized that AI Computing in the future will shift to a “memory-centric” model — where memory plays a central role instead of GPU. He believes that in the generations of HBM4, HBM5, HBM6, and HBM7: ✅ GPU ✅ CPU ✅ Memory … will be increasingly integrated into a single architecture to optimize AI performance. This opens up a huge advantage for companies capable of: • Designing chips • Owning foundries • Manufacturing HBM • Advanced semiconductor packaging Samsung Electronics and SK Hynix are currently leading this race, but Micron and SanDisk are also accelerating rapidly as the US seeks to diversify the AI supply chain due to geopolitical factors. 📈 The upcoming AI race may no longer just be a GPU battle… but a MEMORY battle. And if the “demand increasing 100 times” prediction becomes reality, HBM could be one of the biggest investment trends of the next decade. {alpha}(560x8b6acf6041a81567f012ff6a4c6d96d5818d74bf)