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in postLONG
“if Samsung Electronics succeeds in mass producing HBM4 in the second half of this year, SK Hynix's share could fall to the 50 to 60 percent range”
@bubbleboi
Samsung gains HBM market share as SK Hynix throttles HBM4 ramp and Samsung masses HBM4 production in H2 2026
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“supply shortages are acute”
@bubbleboi
Commodity DRAM supply crunch drives 62% ASP surge in 2026; Micron earnings in two days with fully contracted HBM supply and an Anthropic deal
MULONG@ $1,177.22
$812.10-31.02%
since call Jun 23
“SK Hynix is moderating the pace of its sixth generation high bandwidth memory (HBM4) ramp and placing greater weight on capturing the commodity DRAM market”
@bubbleboi
SK Hynix pivots to commodity DRAM where margins are now 15+ ppts higher than HBM, driving earnings upgrades
SKHXLONGIDEA · NOT YET PRICED
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