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The Korea Herald: Google expands TPU business, potentially broadening HBM customer base for Samsung and SK Hynix
According to The Korea Herald, Google is expanding its custom AI chip TPU business to cloud service providers and companies building AI infrastructure. The report analyzes that this could broaden customer sources for Samsung Electronics and SK Hynix's High Bandwidth Memory (HBM) businesses beyond the NVIDIA GPU ecosystem. The above represents potential business opportunities and does not constitute confirmed new orders or supply agreements.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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