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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) 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.

![](https://pbs.twimg.com/card_img/1946352266761396225/OknRWGqZ?format=png&name=800x419)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947098419220431022/c:line.svg)

**Related Topics**
[samsung](/topic/samsung)
[amzn](/topic/amzn)
[avgo](/topic/avgo)
[racing](/topic/racing)
[surge](/topic/surge)
[$mrvl](/topic/$mrvl)
[$7936t](/topic/$7936t)
[asics](/topic/asics)

[Post Link](https://x.com/rwang07/status/1947098419220431022)