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- SK Hynix & Memory Industry Analysis While the market is currently absorbing a 2.5% equity dilution from the recent ADR issuance, the underlying the entire memory spectrum—extending from HBM to DDR, LPDDR, eSSDs, and NAND flash.
- Photonics War: TSMC First, or Samsung First? A GPU performs calculations, while HBM stores the data needed for those calculations. The GPU must read data from HBM to compute, so if the HBM speed is slow, the entire processing speed