[It is reported that Micron has rapidly become a threat to Korean factories in the field of HBM memory]

According to a recent report by the South Korean media ETNews, due to factors such as excellent energy efficiency, Micron is rapidly becoming a threat to the two major South Korean storage companies, SK Hynix and Samsung Electronics, in the field of HBM memory. Micron has traditionally been weak in the HBM field due to multiple factors. However, in 2022, Micron boldly abandoned mass production of HBM3 and focused its efforts on the research and development and improvement of HBM3E memory. This decision has yielded fruitful results: Micron has received orders from the largest demander of HBM, NVIDIA, and has begun shipping HBM3E memory to NVIDIA's H200 AI GPU. One of the important reasons why Micron has rapidly become a threat to Korean factories is its energy efficiency advantage. Micron claims that its 8Hi stacked 24GB HBM3E memory has a power consumption that is 30% lower than its competitors. (IT Home)