➀ HBM market is rapidly expanding due to its critical role in AI computing, with SK Hynix leading in supply and innovation. ➁ SK Hynix is collaborating with TSMC to maintain its lead in the next-generation HBM products, which are expected to see a 40% increase in transmission speed. ➂ Samsung is increasing its investment in HBM to catch up, with plans to quadruple its supply in 2024 and double it again in 2025.
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