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“Daishin Securities forecasts that commodity DRAM operating margins could rise to a theoretical maximum of 90 percent within the year.”
@bubbleboi
Commodity DRAM margins exploding past HBM — Micron earnings in days with DRAM ASPs up 62% and Anthropic supply deal signed
MULONG@ $1,202.50
$811.83-32.49%
since call Jun 23
“as SK Hynix moves to adjust HBM4 volumes, the possibility of a share gain by its competitor Samsung Electronics is also growing.”
@bubbleboi
SK Hynix voluntarily slows HBM4 ramp, opening the door for Samsung to close the gap and capture share in H2 2026
SMSNLONGIDEA · NOT YET PRICED
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