Narrowing the Gap? CXMT Trails HBM Market Leader by 3–4 Years

CXMT is closing the gap with memory Leaders, but major challenges persist

* 1) 1st: The first in the industry to start massive production. 2) Samsung began mass production of HBM2 in 2016, followed by SK Hynix in 2018.
Table: Ray Wang Source: SK Hynix, Samsung Electronics, Micron, CXMT, Korea Economic Daily, U.S. and Korean industry reports, and the author’s discussions with analysts in South Korea. Created with Datawrapper