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“The significance of the standard will materialize in earnest only if memory makers such as Samsung Electronics and SK Hynix bring relevant products to market”
@jukan05
JEDEC's SPHBM4 ratification expands HBM's addressable market; SK Hynix as dominant HBM supplier is the primary revenue beneficiary when products ship.
SKHXLONGIDEA · NOT YET PRICED
“As SPHBM4 adoption widens, the utility of glass substrates could rise in tandem with demand for large packages”
@jukan05
SPHBM4's support for large-package deployments amplifies the utility case for glass substrates, where Corning is the leading Western supplier already partnered with Intel and TSMC.
GLWLONG@ $192.43
$139.61-27.45%
since call Jun 21
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