SK Hynix and TSMC cooperate to develop HBM4, and it is expected to go into production in 2026. Which industries and companies will benefit from it?

1. Memory and Packaging Technology Industry: The development of HBM4 by SK Hynix and TSMC will have a significant impact on the memory and packaging technology industry. Both companies are major players in these fields, and the collaboration will likely result in technological advancements and increased competition, benefiting the industry as a whole.

2. AI and High-Performance Computing (HPC) Companies: The partnership is aimed at enhancing memory performance for AI applications and solidifying the companies' leading positions in high-bandwidth memory. This will benefit companies that rely on AI and HPC technologies, as they will have access to more powerful and efficient memory solutions.

3. Nvidia and Other AI Chip Market Leaders: As key suppliers to Nvidia, the leader in the AI chip market, SK Hynix and TSMC's partnership is expected to help accelerate the development of AI chips. This will have a positive impact on Nvidia and other companies in the AI chip market, as they will have access to advanced memory solutions that can improve the performance of their products.

4. Data Center and Cloud Service Providers: The increased adoption of AI and HPC technologies will require more powerful and efficient memory solutions. Data center and cloud service providers that deploy these technologies will benefit from the advancements in HBM4, as they will be able to provide their customers with more robust and high-performance services.

5. Semiconductor Manufacturing Equipment (SME) Suppliers: The development of HBM4 will require advanced manufacturing equipment and processes. SME suppliers that provide these tools and services to SK Hynix and TSMC will benefit from the increased demand for their products as the companies strive to produce cutting-edge memory solutions.

In conclusion, the development of HBM4 by SK Hynix and TSMC is expected to benefit the memory and packaging technology industry, AI and HPC companies, Nvidia and other AI chip market leaders, data center and cloud service providers, and SME suppliers. These stake