MojoTrick
@MojoTricks
Curating the latest in AI, semiconductors, EVs & global tech breakthroughs | Not affiliated with any brand
参加 January 2022
61 フォロー中 27.3K ファン
Samsung’s HBM comeback is real.
Revenue share
Q2 2025 → Q2 2026
SK hynix: 64% → 50%
Samsung: 15% → 33%
Micron: 21% → 18%
Doubled in 12 months. Still trailing SK hynix, but the gap is closing fast as HBM4 ramps.
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