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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 (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 (Nikkei Asia)


Nicky Asia:

Demand for AI chips is fiercely contested among HBM chip makers, as Samsung and Micron race to catch up with SK Hynix, which has more than 52% market share.— Demand for high-bandwidth memory is driving competition — and prices — higher — SEOUL/TAIPEI/SAN JOSE, Calif. …

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