Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

Digitimes
By Levi LiAug 19, 2025, 10:10 pm339 ptsTop
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders. Efforts by hyperscalers to lessen dependence on Nvidia have so far fallen short, leaving the US chipmaker at the center of…

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