Lin
@Speculator_io
Speculator & Investor since 2013 | Engineer & VC | Future Optimist | Here to help you make better investment decisions
Joined May 2020
441 Following 128.1K Followers
The High-Bandwidth Memory (HBM) Network
1. HBM Suppliers
$MU $HXSCL (SK Hynix) $SSNLF (Samsung)
2. ASIC Designers
$AVGO $MRVL Alchip GUC
3. HBM Customers
- GPUs: $NVDA $AMD $INTC
- Cloud Service Providers: $GOOGL $AMZN $MSFT $META
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