1) The market for HBM is dominated by SK Hynix, Samsung, and Micron, with SK Hynix leading in market share. 2) HBM is not a commodity but still quite close, compared to the custom chips made by Broadcom, Marvel True value is in scarcity and difficulty/degree of complexity in building a product.
1) The market for HBM is dominated by SK Hynix, Samsung, and Micron,
with SK Hynix leading in market share.
2) HBM is not a commodity but still quite close, compared to the custom chips made by Broadcom, Marvel
True value is in scarcity and difficulty/degree of complexity in building a product.
i was an idiot for not dumping at 150 this summer...
Don’t worry, I am an idiot for buying before earnings today
You and me both @@user-nr2st8gf5k
The semiconductor rally is over, now it's an AI software market.
Semiconductors are cyclical again?
I don’t understand this guy when he talks. I need for someone to translate.