South Korean chipmakers SK hynix and Samsung stand to gain as Nvidia's global HBM demand share is projected to drop from 66% in 2025 to 57% in 2026 and 37.3% by 2027, while Google's share rises to 36%.
South Korean chipmakers SK hynix and Samsung stand to gain as Nvidia's global HBM demand share is projected to drop from 66% in 2025 to 57% in 2026 and 37.3% by 2027, while Google's share rises to 36%.
<iframe src="https://hindustansphere.com/embed/cluster/dbe000a0be9fd5aeadb7356e1f3ae6dc156f1985" width="100%" height="320" style="border:0;max-width:680px" loading="lazy" title="Nvidia CEO’s Exit May Give South Korean Chipmakers Greater Leverage In HBM Supply"></iframe>
