Another couple of dots for the weekend.
SK Hynix may be worth another look.
From Wiki.....
"SK hynix Inc. is a South Korean memory semiconductor supplier of dynamic random-access memory chips and flash memory chips. Hynix is the world's second-largest memory chipmaker and the world's 3rd-largest semiconductor company."
They invested in AEye a few years back hence the linkedin post from their Investment Director. Yes, memory chips are their core business (for now).
Preparing SK hynix’s Tomorrow with Future Semiconductor Technology_RTC Team
July 5 2021
SK hynix established the new Revolutionary Technology Center (RTC) under its Research & Development early this year to secure a competitive advantage in future semiconductor technology. The decision reflects the company’s commitment to ensuring innovative technology that will set forth a new paradigm in the semiconductor industry with a mid-to-long-term perspective, instead of being complacent in maintaining its current dominant position in technology.
Newsroom sat down with RTC leaders to listen to the vision they have for the ‘innovation’. We also asked them what capabilities and skills are required to work for the team for future talents wanting to find a position in the field of technology at SK hynix.Securing Next Generation Semiconductor Memory and Core Technologies in accordance with Changes in Computing Environment
The semiconductor memory industry is facing a few challenges. The competition for scaling for both DRAM and NAND is intensifying, and securing advanced leading technology has become more important than ever before. Some experts forecast that a limit in scaling is just around the corner.
An inflection point in the field of computing systems that use semiconductor memory is also nearing. The semiconductor industry has recently begun to explore Post von Neumann computing, moving beyond the current von Neumann architecture where semiconductor memory is are dependent on processors.
New concept of computing methods such as heterogeneous computing1 and neuromorphic computing2 has recently been raised as alternatives, while research on the next-generation memories such as PCM3 and MRAM4 is increasingly active. In addition, many are turning their attention to the chips that converge semiconductor memory such as PNM5), PIM6), CIM7) with logic unit in various forms.
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