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Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead

Amy Fan, Taipei; Sherri Wang, DIGITIMES Asia Monday 21 July 2025 0

Credit: AFP

As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies are scaling up development of custom AI chips, and shipments are...

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