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South Korea HBM3e & HBM4 Semiconductor Memory Telemetry (SK Hynix vs Samsung) | AKI

Detailed stacking technology, bandwidth throughput, and NVIDIA Blackwell allocation breakdown across SK Hynix MR-MUF and Samsung NCF.

🔬 South Korea High-Bandwidth Memory (HBM3e / HBM4) Telemetry

Generation Manufacturer Bandwidth Market Share Stack Technology Primary Clients
HBM3e (36GB 12-Hi) SK Hynix 1.28 TB/s 85% Advanced MR-MUF (Mass Reflow Molded Underfill) NVIDIA GB200, B200, H200
HBM4 (48GB 16-Hi) SK Hynix 2 TB/s 70% Custom TSMC Base Die + MR-MUF NVIDIA Rubin R100, AMD MI400
HBM3e (36GB 12-Hi Shinebolt) Samsung Electronics 1.28 TB/s 15% Advanced NCF (Non-Conductive Film) AMD MI325X, CSP Custom ASICs
CXL 2.0 Memory Expander (CMM-D) Samsung Electronics 0.51 TB/s 60% PCIe 5.0 CXL Controller Hyperscale Cloud Host Nodes
HBM4 (48GB 16-Hi Turnkey) Samsung Electronics 2 TB/s 30% Custom 4nm GAA Base Die + NCF Major Hyperscalers & ASICs
LPDDR5X CAMM2 Modular AI Memory SK Hynix 0.38 TB/s 65% Low-Power Modular Architecture AI PC OEMs & Edge Accelerators