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@almacap114204 · Long SSNLF
Read asLong SSNLF
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Sun, Oct 18Tweeted
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—Oct 19
AlmaCap@AlmaCap114204And… HBM shortages give Samsung negotiating leverage. You want HBM? Then use my foundry. Samsung is trading cheaper, gaining share, has foundry upside.
Jukan@jukan05Samsung is my top pick among the big three memory makers. TSMC obviously can’t allocate much wafer capacity to NVHBM, as it also needs to manufacture Rubin and Rubin Ultra. Only Samsung, with its own foundry, can meet the excess demand for NVHBM.