SK Hynix will now surely adjust its DRAM production capacity projection as it now suppliers HBM to both Nvidia and Broadcom. It is currently supplies the majority of HBM used by Nvidia for their AI accelerators.
Samsung Electronics has embarked on establishing a test line to improve the yield of its 7th generation (1d) DRAM, a memory two generations ahead, at the 10nm (nanometer, one billionth of a meter) level.