EXCLUSIVE: China Is Coming For SanDisk—But Not Yet For Micron’s Memory Crown
Counterpoint Research says Chinese memory makers are catching up in DRAM and NAND, but HBM leadership could remain with Micron and SK Hynix for years.
Chinese companies are building memory chips that work almost as well as American and Korean ones, but the hardest, fanciest chips (called HBM) will probably stay with Micron and SK Hynix for a while longer. When you watch these companies, notice if they keep leading in the newest chip types—that shows they're staying ahead.
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Source: Benzinga · Read the original report at the publisher. Headline and figures shown for context; data may be delayed.
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