Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit

Lillian Chen, Taipei; Levi Li, DIGITIMES Asia Wednesday 20 August 2025 0

Memory giants to lean on Nvidia for HBM4 supply in 2026. Credit: AFP

The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders. Efforts by hyperscalers to lessen dependence on Nvidia have so...

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