📈 SK Hynix ($SKHYNIX ) plans to outsource next-generation HBM base die to Intel
The memory giant is looking to break TSMC's grip on its supply chain by tapping Intel Foundry for critical HBM4E components
The move would mark a significant shift in the semiconductor supply chain, introducing Intel as a direct alternative to TSMC for one of the most critical components in AI hardware.
The report, originating from Korean media outlet The Herald Business, signals that SK Hynix is no longer comfortable having a single supplier for the logic dies that sit at the foundation of its HBM stacks.
$牛来 $龙虾
The memory giant is looking to break TSMC's grip on its supply chain by tapping Intel Foundry for critical HBM4E components
The move would mark a significant shift in the semiconductor supply chain, introducing Intel as a direct alternative to TSMC for one of the most critical components in AI hardware.
The report, originating from Korean media outlet The Herald Business, signals that SK Hynix is no longer comfortable having a single supplier for the logic dies that sit at the foundation of its HBM stacks.
$牛来 $龙虾
