China may miss booming global market for high-bandwidth memory chips, BofA analyst says

China may miss booming global market for high-bandwidth memory chips, BofA analyst says

“Memory chips are experiencing a significant impact from the rise of AI, with the main driver currently being the demand for HBM in data centres, but not yet from smartphones,” Simon Woo, managing director and coordinator of Asia-Pacific Technology Research at BofA Securities, told the South China Morning Post on Friday. That is projected to … Read more