P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
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KB Securities: with higher HBM4 shipments, we expect Samsung Electronic's HBM market share to jump from 33% in 2Q26 to ~40% in 4026.
$MU $DRAM $DISK $EWY
