SK hynix (SKHY) is reportedly in talks with Intel (INTC) to use the latter's facilities to manufacture memory chips in the US for the first time, according to Reuters. Yahoo Finance's Jake Conley and Pras Subramanian are joined by RBC Capital Markets head of derivatives strategy Amy Wu Silverman to examine how the software industry is reacting to AI headlines, comparing it to the internet booms of the past. Video Transcript 00:00 Speaker A So I want to attack this from maybe a slightly different angle. We got the news uh from Reuters this morning, SK Hynix reportedly considering an agreement with Intel to build chips in the US for the first time. 00:13 Speaker A It seems to me there are two camps to the AI story.
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