• Guest Name: Chris Riegel • Affiliation: CEO of scala.com • Summary: The discussion centers on High Bandwidth Memory (HBM) as a critical innovation driving the AI revolution. SK Hynix has surpassed competitors by vertically stacking memory chips, overcom
The John Batchelor Show
John Batchelor
4.5 • 2.8K Ratings
🗓️ 5 September 2025
⏱️ 11 minutes
🧾️ Download transcript
Summary
• Affiliation: CEO of scala.com
• Summary: The discussion centers on High Bandwidth Memory (HBM) as a critical innovation driving the AI revolution. SK Hynix has surpassed competitors by vertically stacking memory chips, overcoming the "memory wall" to allow faster data access for AI processors. This technology is crucial for AI development, with the US leading innovation. Strict US and EU export controls aim to prevent China from acquiring advanced chip-making tools. 11960
Transcript
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| 0:00.0 | Building a coffee business? |
| 0:01.9 | Serving the best Americano in town is up to you. |
| 0:04.1 | But winning back time and growing your business, leave that to sum up. |
| 0:07.1 | Take orders and payments anywhere with the new SumUp terminal. |
| 0:09.9 | Turn occasional customers into regulars with a free loyalty program. |
| 0:13.4 | And with the SumUp point of sale system, you'll always know when you're running low on your best selling blends. |
| 0:17.9 | Visit sumup.co.uk to learn more. |
| 0:23.6 | This is CBS. I'm the world. I'm John Batchel. I welcome Chris Regal, the CEO of Scholar.com, |
| 0:31.3 | a global technology firm with business on all the occupied continents. We go to the tech wars updated right now, |
| 0:41.9 | Financial Times, within hours, headline, |
| 0:44.9 | why memory chips are the new frontier of the AI revolution. |
| 0:49.3 | Subhead, innovation has helped push Hynix, |
| 0:52.9 | S.K. Hynix, ahead of Samsung, |
| 0:55.7 | and put chipmakers in the middle of growing U.S.-China tensions. |
| 1:00.0 | Chris, a very good evening to you. |
| 1:01.6 | As I understand it, memory was a commoditized part of the computer for years. |
| 1:07.9 | Very little margin compared to other parts of the computer. And now we've moved into |
| 1:14.0 | AI, dram or memory, has taken on a new face. What is Heinz? And why is there suddenly a |
| 1:25.3 | memory plant going into Indiana? |
| 1:27.9 | What does it mean? |
| 1:28.7 | Good evening to you. |
| 1:30.1 | Good evening, John. |
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