Industry Findings: Demand for memory-optimised infrastructure rose as regional hyperscale and cloud commitments made large, low-latency compute locally feasible. Policy and planning amplified this shift when the government launched a national datacenter plan in Dec-2024 to accelerate sustainable data-centre investment and regional connectivity. That programme improved clarity on land-use, renewable-power sourcing and cooling standards, which encouraged systems architects to specify larger on-node memory pools and stronger staging tiers so workloads avoid frequent network-bound I/O. Procurement teams consequently modelled total-cost and water-usage trade-offs, preferring memory architectures that reduce cross-site traffic while delivering predictable throughput for AI training and inference at scale.
Industry Player Insights: Some of the providers in this sector include Micron Technology, Samsung Electronics, SK hynix, and Western Digital etc. Global supply dynamics shifted as Micron commenced volume production of its HBM3E family in Feb-2024, broadening access to ultra-high-bandwidth parts that Chilean hyperscale projects can specify for training clusters. Separately, Samsung’s advanced-packaging and R&D tool milestones through Nov-2024 improved verification capacity for interposer and HBM integrations, shortening qualification cycles for local integrators. Together these vendor developments expanded Chile’s options for high-throughput memory stacks and reduced lead-time uncertainty for memory-dense AI deployments.