[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14.1K 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 & $AMZN should have more than one suppliers for HBM.  XXXXX engagements  **Related Topics** [samsung](/topic/samsung) [amzn](/topic/amzn) [avgo](/topic/avgo) [$mrvl](/topic/$mrvl) [$7936t](/topic/$7936t) [asics](/topic/asics) [seoul](/topic/seoul) [$avgo](/topic/$avgo) [Post Link](https://x.com/rwang07/status/1947098419220431022)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Ray Wang @rwang07 on x 14.1K followers
Created: 2025-07-21 00:56:53 UTC
Interesting context from Chosun and Seoul Economic Daily.
Chosun Biz (cited industry source): ASICs make up just XX% of HBM shipments
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
Related Topics samsung amzn avgo $mrvl $7936t asics seoul $avgo
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