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
surge in HBM, enterprise SSD, DDR5 server memory chip expected to drive margins Anton Shilov / AnandTech : SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out Eui-Myung Park / KED Global : SK Hynix's HBM chip orders fully booked; 12-layer HBM3E in Q3: CEO X: @nikkeiasia : Fierce competition has kicked off as chip makers rush to tap a new revenue source: demand for high bandwidth memory (HBM) semiconductors considered essential to the AI revolution. https://asia.nikkei.com/...