With the artificial intelligence (AI) infrastructure landscape intensifying, high-bandwidth memory (HBM) has emerged as a highly sought-after yet limited resource within the global semiconductor sector. Based on the most recent updates, Samsung Electronics is capitalizing on its strengths in the HBM supply chain, imposing a price increase of as much as 25% on certain data center clients. This premium is in return for a promise of a long-term and reliable HBM supply.
