Explore the evolving dynamics between Hynix and Samsung Electronics as they navigate the rising HBM market. While Hynix collaborates with NVIDIA, Samsung's retreat from HBM raises concerns. Learn about the implications of strategic choices and their impact on the industry's future.

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(p1) Lets find out why the evaluations of Hynix and Samsung Electronics have changed.
(p2) While Hynix was promoting HBM in collaboration with NVIDIA, Samsung reportedly adopted a strategy of focusing on its existing businesses by stepping back from HBM.
(p3) However, since HBM is custommade, once a customer has moved into mass production, it is structurally difficult to change key partners.
(p4) Then, the HBM market suddenly experienced rapid growth. It became a situation where the gap looks even larger, making it difficult to catch up.
(p5) Samsung missing out on HBM may be a minor mistake, but the consequences are currently quite harsh. Is that all? There are reports that existing businesses are wavering and talent is leaking out. Such discussions have been circulating in the industry since the early 2020s. However, bad news tends to come all at once, so I hope that this serves as an opportunity to strengthen competitiveness once again. Thank you.
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