Memory Makers Are Strangling the Rest of the Tech Industry
Good Evening from Taipei,Samsung reported first-quarter earnings Thursday morning. What it revealed was great news for itself and fellow memory-chip makers but bodes very badly for everyone else.Revenue at the South Korean company’s memory division doubled from the prior quarter as it started catching up to smaller compatriot SK Hynix in the lucrative market for high-bandwidth memory (HBM). Like SK Hynix a week ago, Samsung made all the right noises about HBM being important and its determinatio...
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