The rise of HBM chips: Since AMD launched its first HBM-equipped graphics card in 2015, HBM's market share and attention in the field of AI chips have gradually increased. By 2022, the leader SK Hynix will account for 50% of the market, Samsung about 40%, and Micron about 10%. As the AI ​​wave continues to sweep the world, HBM's share of total revenue is expected to rise from less than 5% at present to more than 20% in 2026. How to start this high-bandwidth memory core technology?

The amazing story behind HBM: Regarding the phenomenon that HBM graphics cards died in the second generation of AMD gaming graphics cards, we need to have a deep insight into the competitive strategies of AMD and Nvidia in the GPU field and the market position competition among the three major original manufacturers SK Hynix, Samsung and Micron. In this fierce competition, who can seize the market opportunity and successfully lead the new wave of HBM technology?

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