Samsung is my top pick among the big three memory makers. TSMC obviously can’t… · @jukan05 · TwKit

@jukan05

Samsung is my top pick among the big three memory makers. TSMC obviously can’t allocate much wafer capacity to NVHBM, as it also needs to manufacture Rubin and Rubin Ultra. Only Samsung, with its own foundry, can meet the excess demand for NVHBM.

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