SK hynix is investing billions in boosting its semiconductor division, with a significant portion directed towards HBM to meet the rising demand fueled by AI applications.
HBM technology, optimizing memory bandwidth by placing chips inside the same package as CPU or GPU chips, has generated high demand causing concerns for DRAM supply shortage.
Samsung and Micron are also focusing on HBM production to cater to the booming AI memory market, with Samsung awaiting certification with Nvidia's GPU accelerators.
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