A Race Against Time: Can Samsung Catch Up?
Samsung is now in a race against time, as SK Hynix and Micron continue to gain ground in the high-performance memory sector.
SK Hynix has already made significant progress, successfully delivering HBM3E memory to NVIDIA and other key clients. Micron is also ramping up its next-generation DRAM development, positioning itself as a strong contender in the future HBM4 market.
For Samsung, the stakes could not be higher. The company must prove that its 1c DRAM redesign will result in a stable, high-performance chip that meets the demands of AI-driven computing, data centers, and gaming industries.
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