<p>➀ Samsung Electronics has begun supplying its most advanced high-bandwidth memory HBM3E to a major customer after passing key validation procedures.</p><p>➁ The customer is believed to be NVIDIA, a leading AI chip manufacturer.</p><p>➂ SK Hynix currently holds over 50% of the HBM market share and is the main supplier of HBM3 and HBM3E to NVIDIA and AMD.</p><p>➃ Micron started mass production of HBM3E in February and plans to capture 20-25% of the HBM market share by 2025.</p><p>➄ Micron's stock plummeted by 4.26% on October 31st following the news.</p>