Memory Solutions for Generative AI Part 2: Competitive Dynamics in HBM

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Jan 3, 2025

Overview: This second report in the Memory Solutions for Generative AI series examines the competitive landscape of memory technology, focusing on the competitive landscape.

Table of Contents:

  • Samsung's Saga around HBM
  • Strategies of SK Hynix and Micron
  • Samsung's comeback
  • China HBM

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Category

Industry

AI , Semiconductors

Report Type

Report

Time period

Other

Summary

Published

Jan 3, 2025

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Author

MS Hwang

MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.

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