Comment by chr15m
1 hour ago
> Long-term, sure.
Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then prices will fall (below where they currently are).
1 hour ago
> Long-term, sure.
Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then prices will fall (below where they currently are).
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