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SOCAMM 2: Samsung’s silent play to upend AI memory economics

Samsung Electronics is ramping up development of its next-generation SOCAMM memory, which it sees as a potential rival to high-bandwidth memory (HBM) in terms of market opportunity. Despite the first SOCAMM generation not yet being commercialized, the company is pushing ahead with SOCAMM 2 to gain a first-mover edge in the AI server memory segment.