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![Speculator_io Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1266015689216843776.png) Lin [@Speculator_io](/creator/twitter/Speculator_io) on x 51K followers
Created: 2025-06-26 13:03:02 UTC

HBM Suppliers & Customers

X. HBM Suppliers
$MU Micron
$HXSCL SK Hynix
$SSNLF Samsung

X. ASIC Designers
$AVGO Broadcom
$MRVL Marvell
Alchip
GUC

X. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META

![](https://pbs.twimg.com/media/GuXyJWmW0AArIfv.jpg)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938221465976946835/c:line.svg)

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[avgo](/topic/avgo)
[$meta](/topic/$meta)

[Post Link](https://x.com/Speculator_io/status/1938221465976946835)