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Samsung Electronics (005930 KS) and SK Hynix (000660 KS) are expected to expand the 8-speed ratio in the shipment of the 6th generation high bandwidth memory to NVIDIA (NVDA), according to ZDNet Korea
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NVIDIA selected Samsung Electronics and SK Hynix for Vera Rubin HBM4 supply, with SK Hynix projected to capture 50% to 70% of expected orders under an expanded AI partnership.
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