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NEWS
@NEWS2082680
Live insights on semi and AI, tailored for global investors and industry players. Hosted by @trendforce, streaming weekdays and available on LinkedIn and FB.
Joined July 2025
161 Following    3.6K Followers
A shift by one of the world’s biggest HBM buyers could ripple across the memory market. #NVIDIA# is reportedly reconsidering 12-Hi HBM4E for Rubin Ultra in favor of a mix of 8-Hi #HBM4# and HBM4E, potentially easing costs and supply constraints.💡More: 🔗
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