Samsung struggles to keep its memory chip lead as it trails in AI-focused high-bandwidth memory.

Samsung Electronics, long the leader in memory chips, faces challenges as the market shifts towards AI technologies. The company's slow response to the demand for high-bandwidth memory (HBM) has allowed competitors like SK hynix to gain ground, especially with Nvidia. Samsung is now focusing on developing HBM, aiming to deliver fifth-generation HBM3E to Nvidia and start mass production of sixth-generation HBM4 next year. The company is also investing in new memory technologies crucial for AI servers.

December 02, 2024
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