2 points | by ksec 9 hours ago
1 comments
I thought it would make much more sense to go after LPDDR5, and LPDDR6. Perfecting quality and yield. Instead they went after HBM?
This to me suggest they wont be able to challenge Samsung, Micron and SK Hynix any time soon.
Interesting YMTC is also moving towards DRAM and they have a better track record in terms of NAND production.
I thought it would make much more sense to go after LPDDR5, and LPDDR6. Perfecting quality and yield. Instead they went after HBM?
This to me suggest they wont be able to challenge Samsung, Micron and SK Hynix any time soon.
Interesting YMTC is also moving towards DRAM and they have a better track record in terms of NAND production.