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The testing phase for Samsung Electronics' HBM4 memory chip has reached its climactic final stage. Presently, the chip is demonstrating robust performance, holding significant promise to secure NVIDIA's certification. Should it achieve this certification, Samsung is poised to disrupt the current industry hegemony, potentially reshaping the competitive landscape of the high-end memory market. It is widely anticipated that, starting from 2025, a market structure featuring dual suppliers may come into being.
Samsung has taken proactive measures by reorganizing its memory development team in a bid to enhance yield rates. However, given the exacting technical demands, the company still confronts certain inherent risks. NVIDIA's ultimate decision will wield considerable influence over the market structure and Samsung's standing in terms of competitiveness.
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