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Nvidia designs the GPU. SK hynix supplies the memory stacked directly on top of it, at a market share high enough that a single Korean company's production schedule now sets a real ceiling on AI accelerator supply.
While Samsung Foundry chases TSMC's yield, Samsung's separate memory division has been raising DRAM contract prices by double digits per quarter — a distinct business having a distinctly better year.
Korea's chip industry is world-famous for memory. Rebellions is trying to build the country's own answer to Nvidia — a very different bet than anything SK hynix or Samsung's memory business is making.