Rate Of ReturnSk Hynic and Samsung of Korea and Tsmc of Taiwan hold a special position where they are hard to be duplicated. Tsmc itself held near to 70% global pure play foundry market. Samsung and Sk Hynix together hold almost the same amount of hbm global market. They are huge but not immune from competition. Introducing Google's TurboQuant that reduces HBM requirement for AI and Huawei's Tau Law Chip that challenges TSMC dominant in semiconductor. Please pick up some popcorn, sit back and watch the fight!
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