TSMC and SK Hynix's cooperation in HBM business exacerbates Samsung's internal crisis

TSMC's collaboration with SK Hynix on the HBM business may have heightened Samsung's sense of crisis. Lee Jong-hwan, a professor at the Department of System Semiconductor Engineering at Sangmyung University, said that if Samsung fails to move beyond its traditional DRAM and NAND flash memory strategy, HBM could become its Achilles' heel in the AI ​​semiconductor era.