Building a coffee business?

Serving the best Americano in town is up to you.

But winning back time and growing your business, leave that to sum up. Take orders and payments anywhere with the new sum up terminal. Turn occasional customers into regulars with a free loyalty program. And with the sumup point of sale system, you'll always know when you're running low on your best selling blends. Visit sumup.com.com. to learn more. This is John Batchel, conversation with

colleague Chris Regal of Scholar.com about a new force in AI, HBM, high bandwidth memory,

manufactured as memory chips by a company called S.K. Heinex in Sean South Korea, putting a plant in

Indiana to finish the product of HBM. What is HBM? It's stacking of memory chips without

overheating. It's what the high-end, NVIDIA's motherwell and other chips coming require as such

a thing as a memory wall. It's all new language to me. Chris Regal guides me through it, and here he

speaks to the question of the PRC, borrowing, stealing, purloining, patents, the way to make HBM memory chips that are the next

phase of AI expansion. Chris has some trenchant things to say about security and not only the

People's Republic of China, but also Korea.

And still, the machines that make the memory chips, they are very secure for now.

Here's Chris to describe where we are in the conflict, the race between bigger and bigger AI

factories, one in China, one in the U.S., part of it in Europe, part of it in Taiwan.

More of this tonight.

Absolutely, John, historically, the Chinese do not respect intellectual property rights.

The Koreans are not much better about that in their companies.

That being said, you now have kind of further internal competition within Korea around between Samsung and Heinz.

But the big blocker back to the Chinese, even if you steal the designs, having the right equipment, the newest and biggest machines from ASML to do deep ultraviolet lithography are required, and those key tools have been banned from China for several years.

So even if you steal the designs, you can't make what you've stolen.