Story thread · 2 reports / 2 sources
SK Hynix's new HBM team lands in Nvidia and AMD's backyard — co-design is becoming the way to win HBM4 orders
digitimes.com · 5h · first report
SK Hynix is reported to be assembling a high-bandwidth memory (HBM) design team in Silicon Valley, a move that would deepen its co-design work with major US chip customers. Analysts see it as evidence that HBM competition is shifting into a customized, jointly developed phase.
The coverage
- How Will The Custom HBM Business Work?
semiengineering.com · 4h
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