May I ask why you are not so sure about Samsung's HBM? Many equity analysts suspect the company will eventually get a qualification status from NVDA with its probability weighted equally between later this year and next year. But I suspect you have another insight I am very curious to know about.
If Samsung cannot even qualify for 8-Hi HBM3E, will not it be even tougher to qualify for 12-Hi HBM3E? The window is closing with each month. Rubin will launch with HBM4 in 2026.
Samsung does not need HBM qualification for the stock to work due to the cheap valuation and memory upcycle
May I ask why you are not so sure about Samsung's HBM? Many equity analysts suspect the company will eventually get a qualification status from NVDA with its probability weighted equally between later this year and next year. But I suspect you have another insight I am very curious to know about.
If Samsung cannot even qualify for 8-Hi HBM3E, will not it be even tougher to qualify for 12-Hi HBM3E? The window is closing with each month. Rubin will launch with HBM4 in 2026.
Samsung does not need HBM qualification for the stock to work due to the cheap valuation and memory upcycle