$Qualcomm(QCOM)$ Samsung and SK Hynix are supporting HBC development as a complement to HBM. HBM works better for AI training since it's write intensive, while HBC fits inferences because it's read intensive, so the two approaches sort of fill different needs. QCOM's HBC is close to $SanDisk Corp.(SNDK)$ 's HPF, but the key difference is that HPF is an open standard that can work with a broader range of GPUs and accelerators, whereas HPC only works with QCOM's accelerator chips. $SK hynix(SKHY)$ $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ $Roundhill Memory ETF(DRAM)$

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments