[SemiAnalysis: Samsung Currently Possesses the Best HBM4 Technology, SK Hynix and Micron Face Challenges] BlockBeats News, August 31 — SemiAnalysis released its latest podcast episode, pointing out that SK Hynix and Micron have been facing challenges in achieving the highest HBM4 speeds. Specifically, SK Hynix had to redesign its base chips, resulting in delayed HBM4 deliveries to NVIDIA's Rubin platform. Samsung currently possesses the best HBM4 technology. Broadcom has traditionally relied heavily on Samsung for its HBM supply. Samsung's underperformance in the HBM3E generation put Broadcom's ASICs at a disadvantage. However, now that Samsung leads its competitors with HBM4, this same supply chain relationship has become an advantage for Jalapeño. [Original Link]