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The unstoppable demand of AI and one of the keys apart from the GPU and HBM is advanced packaging production, something TSMC is boosting right now.
Samsung has established a team for billions of dollars worth of HBM memory chip supply deals with NVIDIA, to beat HBM leader SK hynix.
SK hynix and Micron are sold out of 2024 + 2025 HBM supply, with TrendForce estimating a 5-10% increase in HBM memory pricing in 2025.
SK hynix expects to hit $10+ billion in revenue from HBM sales by the end of 2024, as most of its HBM 2024 and even HBM 2025 supply is already sold out.
SK hynix announces $14.6 billion will be spent on expanding production capacity of its next-gen HBM for future AI GPUs, noting 'soaring demand' for HBM.