Nvidia enlargement is due to high demand for AI accelerators such as H200 used in productive models such as cloud computing and chat boots. The global chips market in 2024 grew by 21%and reached $ 655.9 billion, and Nvidia received a significant share thanks to AI-Revolution.
Despite the decline, Samsung continues to be a giant in the memory of the memory, but the delay in the supply of high-speed memory (HBM) for NVIDIA Je-Chips has become a weak place. In the meantime, the contestant Samsung, SK Hynix rose to the fourth place and increased HBM supply. Analysts say that if Samsung strengthens his position in the AI segment, he can regain the leadership.
Source: Ferra
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