Rapid Growth of the ASIC Market and HBM Supply Shortages
With the rapid growth of the Application-Specific Integrated Circuit (ASIC) market focused on specific AI service performance, companies like Amazon, Google, and Meta are becoming the “giants” in the HBM market. Previously, HBM supply was mainly concentrated among AI semiconductor companies like NVIDIA and AMD. As supply sources diversify, competition among memory semiconductor manufacturers producing … Read more