Micron & SK Hynix need a total of 112M base dies in 2027 (if they are planning to produce 4EB of HBM. Mix will be 70% 8 Hi & 30% 12Hi) To support this, 20k WPM of N3 capacity is needed, which is nearly 10% of the total N3 capacity in 2027 (a lot) Diversifying to Intel makes a lot of sense
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