← Damnang2Trade on Hyperliquid →
“Even with 97% single-die yield, 12-layer theoretical yield drops to ~69%. Real-world 12Hi stacks often struggle at 50-60%.”
@damnang2
12Hi HBM yield crisis (50-60% real-world yields) forces capacity back toward conventional DRAM, SK Hynix profits from both sides of the shift.
SKHXLONGIDEA · NOT YET PRICED
“DDR5 Price Shock: +90-95% QoQ Surge far outpacing typical 15-18% upcycle increases.”
@damnang2
DDR5 per-wafer profitability overtook HBM in Q1 2026, triggering a manufacturing shift that lifts Micron's DRAM margins.
MULONG@ $1,141.62
$814.18-28.68%
since call Jun 20
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