Samsung Electronics – HBM4 Offensive Starts: The Memory Giant Strikes Back in the AI Race!
Samsung is starting mass production of HBM4 as early as February, technologically catching up to market leader SK Hynix – a game changer in the AI memory market!
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I see a highly interesting constellation for investors betting on the structural AI boom in the current developments at Samsung Electronics . The planned production start of HBM4 chips as early as February is more than just a technical milestone – it is Samsung's response to the years of dominance of SK Hynix in the lucrative high-bandwidth memory segment. The fact that NVIDIA is already firmly planned as a customer and the new chips are intended for the Vera Rubin accelerators underscores the strategic importance of this offensive. What particularly...
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