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SK Hynix to supply large-scale HBM to Broadcom ※ This is the broadcast version on Tuesday, December 24, 2024. 00:00 Intro 00:14 Broadcom emerges as a rival to Nvidia in the AI semiconductor market 01:06 Broadcom signs a contract to supply SK Hynix's latest HBM3 product 01:52 Industry estimates HBM supply volume is 160,000 to 170,000 units 02:33 SK Hynix's HBM market share 03:53 Samsung Electronics and SK Hynix are collaborating with Marvell on custom HBM development 04:57 Samsung Electronics and Micron are also discussing cooperation in the HBM market 06:12 HBM's share of SK Hynix's sales increases to over 10% 06:55 HBM demand increases as AI chip development accelerates #semiconductor #SK Hynix #Samsung Electronics #Broadcom #Micron #AI #Stock #Lee Seon-haeng -------------------------------------------------------------------------------------------------- ※ Theelec Membership Membership Guide ( • Theelec YouTube membership has been opened. ) Sign up for membership ( / @theelec9812 ) ※ Dielec membership benefits [Quickly watch Dielec videos] Dielec live videos and content are basically all 'free', but live replays are provided exclusively for membership members. Dielec, a media specializing in electronic components