SK Hynix plans to triple its wafer production capacity by 2034, Chairman Chey Tae-won announced, positioning the South Korean memory giant to capitalize on surging demand for high-bandwidth memory driven by artificial intelligence infrastructure build-outs. The aggressive expansion underscores the semiconductor sector’s pivotal role in the global AI supply chain.
Meanwhile, Japan is moving to secure a larger share of Asia’s subsea cable network as data traffic patterns shift. With AI workloads requiring massive, low-latency data transfers across regions, Japanese firms and government-backed initiatives are investing in new cable systems and landing stations to establish the country as a critical connectivity hub for the continent’s digital economy.
The dual developments highlight how the AI boom is rewiring both semiconductor manufacturing and the physical internet infrastructure underpinning it, creating strategic opportunities for Northeast Asian economies at the center of the technology stack.
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