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Published 23 Jun 2026, 12:13 UTC · fetched 3 Nov 2026, 11:01 UTC
Don’t Follow Shardi B If You Hate Money
@ShardiB2
Quoting · 23 Jun 2026, 08:40 UTC · context given to the AI
South Korean media reports SK Hynix is moderating its HBM4 ramp, delaying some HBM3E-to-HBM4 line conversions and shifting more capacity toward commodity DRAM. The report says commodity DRAM margins now exceed HBM by 15+ points, with Daishin seeing DRAM margins potentially reaching 90% this year. SK Hynix’s HBM4 is still undergoing Nvidia qualification, while Rubin production forecasts have reportedly moved lower.This is actually bullish for $MU They make more money on DRAM https://t.co/tXteFQQblDView original on X ↗
Deterministic: the same prices and policy always give the same result
unresolved Price missing or stale within toleranceNo price is estimated or interpolated. The outcome stays unresolved until a valid observation exists.
Only the end-of-horizon price counts. A brief move followed by a reversal is not a success. Read the methodology
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