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Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026

Siu Han, Taipei; Charlene Chen, DIGITIMES Asia Wednesday 20 August 2025 0

Credit: DIGITIMES

Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently announced that its entire HBM supply for 2026 is already fully booked,...

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