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SK Hynix is 'reasonably ok' given its AI memory market share, we are concerned about Samsung Electronics: AnalystDaniel Yoo of Yuanta Securities, Korea says the legacy memory business is on a decline, but is optimistic for SK Hynix as their HBM business continues to grow and will retain over 50% market share.
Major memory companies are planning to stop making DDR3 and DDR4 modules by 2025, shifting their production focus entirely to DDR5. Key industry players like Micron, Samsung, and SK Hynix are ...
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