Samsung Electronics and SK hynix are locked in a race to mass-produce sixth-generation high-bandwidth memory, but Chinese rivals are making gains elsewhere — fl
“At this stage, Chinese manufacturers are relying on aggressive pricing to build scale in legacy DRAM,” the anonymous source said. “But over time, the technology gap may narrow more quickly than expected. Even if Korean firms maintain leadership in HBM, neglecting the mainstream segment could weigh on profitability in the longer run.”
This has been obvious for a while, but I guess the heads of memory companies want to hear none of it.
This has been obvious for a while, but I guess the heads of memory companies want to hear none of it.