The HBM4 Fight Is Over. The Real Memory War Just Moved to the Packaging Line.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
SK Hynix won Nvidia's HBM4 race. The real bottleneck moved to TSMC's packaging line, where lead times now run past a year.
An OEM chief says memory makers are talking their book. A record supplier quarter says demand is real. Both can be true.