← JukanTrade on Hyperliquid →
in postLONG
“Samsung Electronics has been found to have assigned half of its high bandwidth memory (HBM) production capacity to its sixth generation HBM4.”
@jukan05
Samsung shifts HBM production majority to HBM4, projecting share gains from 27% to 37% and $10B HBM revenue — bullish for Samsung stock.
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“As large cloud companies such as Google, Amazon, and Microsoft increase development of their own AI accelerators to reduce dependence on NVIDIA GPUs, HBM demand”
@jukan05
Cloud hyperscalers building custom AI ASICs (Google, Amazon, Microsoft) are expanding HBM4 demand beyond just Nvidia, lifting the entire memory chip sector.
DRAMLONG@ $73.20
$51.11-30.18%
since call Jun 24
in postSHORT
“SK Hynix's share is expected to fall from 56 percent to 43 percent.”
@jukan05
SK Hynix's HBM market share falls from 56% to 43% as Samsung wins HBM4 volume first, threatening Hynix's commanding premium.
SKHXSHORTIDEA · NOT YET PRICED
TIMESTAMPS
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