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rwang07 Avatar Ray Wang @rwang07 on x 14.3K followers Created: 2025-07-21 00:56:53 UTC

Interesting context from Chosun and Seoul Economic Daily.

  1. Chosun Biz (cited industry source): ASICs make up just XX% of HBM shipments

  2. Micron hasn’t officially named the other two customers, its ASIC clients are believed to include $AVGO, $MRVL, and $AMZN.

$MRVL & $AMZN should have more than one suppliers for HBM.

XXXXX engagements

Engagements Line Chart

Related Topics biz samsung amzn $mrvl $7936t asics seoul $avgo

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