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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)
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. …
