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Lin @Speculator_io on x 51.1K followers
Created: 2025-01-23 15:17:10 UTC
The High-Bandwidth Memory (HBM) Network
X. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung)
X. ASIC Designers $AVGO $MRVL Alchip GUC
X. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META
XXXXXX engagements
