← Jukan
in postLONG
“the possibility of a share gain by its competitor Samsung Electronics is also growing”
@jukan05
Samsung is positioned to gain HBM market share in H2 2026 as SK Hynix intentionally throttles HBM4 production, while also benefiting from the same commodity DRAM pricing boom.
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“commodity DRAM, where supply shortages are acute”
@jukan05
SK Hynix is pivoting capacity to commodity DRAM where margins now exceed HBM, fueling a DRAM price supercycle that drives earnings sharply higher.
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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