Nikkei Asia:

The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share  —  Demand for high-bandwidth memory is driving competition — and prices — higher  —  SEOUL/TAIPEI/SAN JOSE, Calif. …

Nikkei Asia:

The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share  —  Demand for high-bandwidth memory is driving competition — and prices — higher  —  SEOUL/TAIPEI/SAN JOSE, Calif. …

Source: TechMeme
Source Link: http://www.techmeme.com/240511/p10#a240511p10