The rise and fall of the Nvidia H100 economy and the emergence of a Systems Company. Blackwell is about to make its debut and will change Nvidias revenue once more.
SK Hynix of course gets the majority of the sales, but is Micron not a second source HBM supplier for Nvidia? My understanding is that Samsung is the only one that hasn’t yet been able to take some share there
SK Hynix of course gets the majority of the sales, but is Micron not a second source HBM supplier for Nvidia? My understanding is that Samsung is the only one that hasn’t yet been able to take some share there
They are a second source, but the numbers suggest they are not getting much - if any.