SeoulSamsung and SK Hynix control 83% of memory chips.
AI compute is now bottlenecked as much by memory chips as by GPUs.
Samsung more than doubled its market share this year, winning new Nvidia and OpenAI deals away from longtime leader SK Hynix.
“Nvidia’s allocation decisions are still the predominant factor determining HBM market share,” said Ben Reynolds, a Rhodium Group analyst.
SK Hynix’s $4 billion Indiana packaging plant, begun in August, aims to deepen its US ties.
How each outlet framed it
- Rest of World
- foregrounds SK/Samsung's 83% HBM market share and rivalry's constraint on US AI infrastructure scaling for Nvidia, OpenAI
Sources: Rest of World