ENG
Industry:
AI, Semiconductors
Service:
Memory
Report Type:
Report
Time Period:
Other
Industry:
AI, Semiconductors
Report Type:
Report
Service:
Memory
Time Period:
Other
Overview:
As AI reshapes data infrastructure, the importance of advanced packaging—offering faster data processing and transmission with lower power consumption—has rapidly expanded beyond the data center. Once confined to GPUs paired with HBM, the spotlight now shifts to edge computing. Even conventional DRAM is no longer immune to the changes. Despite the industry’s oligopolistic structure, fierce competition lies ahead.
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
