Counterpoint Research(@CounterPointTR):𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗥𝗔𝗠 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝗮𝗿𝘀 $𝟮𝟬𝟬𝗕 𝗶𝗻 𝗤𝟯 𝟮𝟬𝟮𝟲; 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗟𝗲𝗮𝗱𝘀 𝘄𝗶𝘁𝗵 𝟯𝟴% 𝗦𝗵𝗮𝗿𝗲 𝖳𝗁𝖾 𝖠𝖨 𝖻𝗈𝗈𝗆 𝗂𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗋𝖾𝖼𝗈𝗋𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝗆𝗈𝗋𝗒 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. 𝖲𝗍𝗋𝗈𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋𝗌, 𝖼𝗈𝗎𝗉𝗅𝖾𝖽 𝗐𝗂𝗍𝗁 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌, 𝖽𝗋𝗈𝗏𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖣𝖱𝖠𝖬 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗎𝗉 𝖺 𝗌𝗍𝖺𝗀𝗀𝖾𝗋𝗂𝗇𝗀 𝟥𝟨𝟫% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗐 𝖧𝖡𝖬 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗉𝗎𝗌𝗁 𝗆𝖺𝗃𝗈𝗋 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝗍𝗈 𝗇𝖾𝗐 𝖾𝖺𝗋𝗇𝗂𝗇𝗀𝗌 𝗋𝖾𝖼𝗈𝗋𝖽𝗌 𝗇𝖾𝗑𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @SamsungDSGlobal 𝗋𝖾𝗍𝖺𝗂𝗇𝖾𝖽 𝗍𝗁𝖾 𝖭𝗈. 𝟣 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖺 𝟥𝟪% 𝖣𝖱𝖠𝖬 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @SKhynix 𝗀𝖺𝗂𝗇𝖾𝖽 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆, 𝗐𝗂𝗍𝗁 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗈𝗏𝖾𝗋 𝟦𝟢% 𝖰𝗈𝖰, 𝗋𝖾𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗂𝗍𝗌 𝗅𝗈𝗌𝗍 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @MicronTech 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝖾𝖽 𝗌𝗍𝗋𝗈𝗇𝗀 𝗋𝖾𝗌𝗎𝗅𝗍𝗌, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗆𝖾𝗆𝗈𝗋𝗒, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗂𝗍𝗌 𝗀𝗋𝗈𝗐𝗍𝗁 𝗍𝗋𝖺𝗂𝗅𝖾𝖽 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖺𝗇𝖽 𝖲𝖪 𝗁𝗒𝗇𝗂𝗑. • 𝖢𝖷𝖬𝖳'𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝗌𝗅𝗂𝗉𝗉𝖾𝖽 𝖿𝗋𝗈𝗆 𝟣𝟢% 𝗂𝗇 𝖰𝟤 𝗍𝗈 𝟫% 𝗂𝗇 𝖰𝟥, 𝗐𝗂𝗍𝗁 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖧𝖡𝖬𝟦 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝗅𝗂𝗄𝖾𝗅𝗒 𝗍𝗈 𝖺𝖽𝖽 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾. 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗗𝗥𝗔𝗠 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁, 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀: https://t.co/fCHJKyaYjz 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗿𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗗𝗥𝗔𝗠 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲𝘀 𝗮𝗻𝗱 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗲𝗺𝗼𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: https://t.co/7QZUeHarZi 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗴𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸 𝘃𝗲𝗻𝗱𝗼𝗿 𝗿𝗮𝗻𝗸𝗶𝗻𝗴𝘀, 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝘀𝗵𝗶𝗳𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗡𝗔𝗡𝗗 𝗳𝗹𝗮𝘀𝗵 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: https://t.co/BvYfeKlINU #DRAM #Semiconductors #HBM4 #Samsung #SKhynix #Micron #CXMT #DataCenters #AI $MU $SKHY

2026.11.05 07:36

𝗚𝗹𝗼𝗯𝗮𝗹 𝗗𝗥𝗔𝗠 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝗮𝗿𝘀 $𝟮𝟬𝟬𝗕 𝗶𝗻 𝗤𝟯 𝟮𝟬𝟮𝟲; 𝗦𝗮𝗺𝘀𝘂𝗻𝗴 𝗟𝗲𝗮𝗱𝘀 𝘄𝗶𝘁𝗵 𝟯𝟴% 𝗦𝗵𝗮𝗿𝗲 𝖳𝗁𝖾 𝖠𝖨 𝖻𝗈𝗈𝗆 𝗂𝗌 𝖽𝗋𝗂𝗏𝗂𝗇𝗀 𝗋𝖾𝖼𝗈𝗋𝖽 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝗍𝗁𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝗆𝖾𝗆𝗈𝗋𝗒 𝗂𝗇𝖽𝗎𝗌𝗍𝗋𝗒. 𝖲𝗍𝗋𝗈𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖺𝖼𝖼𝖾𝗅𝖾𝗋𝖺𝗍𝗈𝗋𝗌 𝖺𝗇𝖽 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋𝗌, 𝖼𝗈𝗎𝗉𝗅𝖾𝖽 𝗐𝗂𝗍𝗁 𝗋𝗂𝗌𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝗉𝗋𝗂𝖼𝖾𝗌, 𝖽𝗋𝗈𝗏𝖾 𝗀𝗅𝗈𝖻𝖺𝗅 𝖣𝖱𝖠𝖬 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗎𝗉 𝖺 𝗌𝗍𝖺𝗀𝗀𝖾𝗋𝗂𝗇𝗀 𝟥𝟨𝟫% 𝖸𝗈𝖸 𝗂𝗇 𝖰𝟥 𝟤𝟢𝟤𝟨. 𝖭𝖾𝗐 𝖧𝖡𝖬 𝗀𝖾𝗇𝖾𝗋𝖺𝗍𝗂𝗈𝗇𝗌 𝖺𝗇𝖽 𝗋𝗂𝗌𝗂𝗇𝗀 𝗉𝗋𝗂𝖼𝖾𝗌 𝖺𝗋𝖾 𝖾𝗑𝗉𝖾𝖼𝗍𝖾𝖽 𝗍𝗈 𝗉𝗎𝗌𝗁 𝗆𝖺𝗃𝗈𝗋 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗎𝗉𝗉𝗅𝗂𝖾𝗋𝗌 𝗍𝗈 𝗇𝖾𝗐 𝖾𝖺𝗋𝗇𝗂𝗇𝗀𝗌 𝗋𝖾𝖼𝗈𝗋𝖽𝗌 𝗇𝖾𝗑𝗍 𝗊𝗎𝖺𝗋𝗍𝖾𝗋. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • @SamsungDSGlobal 𝗋𝖾𝗍𝖺𝗂𝗇𝖾𝖽 𝗍𝗁𝖾 𝖭𝗈. 𝟣 𝗉𝗈𝗌𝗂𝗍𝗂𝗈𝗇 𝗐𝗂𝗍𝗁 𝖺 𝟥𝟪% 𝖣𝖱𝖠𝖬 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @SKhynix 𝗀𝖺𝗂𝗇𝖾𝖽 𝗆𝗈𝗆𝖾𝗇𝗍𝗎𝗆, 𝗐𝗂𝗍𝗁 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝗈𝗏𝖾𝗋 𝟦𝟢% 𝖰𝗈𝖰, 𝗋𝖾𝖼𝗈𝗏𝖾𝗋𝗂𝗇𝗀 𝗌𝗈𝗆𝖾 𝗈𝖿 𝗂𝗍𝗌 𝗅𝗈𝗌𝗍 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾. • @MicronTech 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝖾𝖽 𝗌𝗍𝗋𝗈𝗇𝗀 𝗋𝖾𝗌𝗎𝗅𝗍𝗌, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖽𝖾𝗆𝖺𝗇𝖽 𝖿𝗈𝗋 𝖠𝖨 𝖽𝖺𝗍𝖺 𝖼𝖾𝗇𝗍𝖾𝗋 𝗆𝖾𝗆𝗈𝗋𝗒, 𝖺𝗅𝗍𝗁𝗈𝗎𝗀𝗁 𝗂𝗍𝗌 𝗀𝗋𝗈𝗐𝗍𝗁 𝗍𝗋𝖺𝗂𝗅𝖾𝖽 𝖲𝖺𝗆𝗌𝗎𝗇𝗀 𝖺𝗇𝖽 𝖲𝖪 𝗁𝗒𝗇𝗂𝗑. • 𝖢𝖷𝖬𝖳'𝗌 𝗆𝖺𝗋𝗄𝖾𝗍 𝗌𝗁𝖺𝗋𝖾 𝗌𝗅𝗂𝗉𝗉𝖾𝖽 𝖿𝗋𝗈𝗆 𝟣𝟢% 𝗂𝗇 𝖰𝟤 𝗍𝗈 𝟫% 𝗂𝗇 𝖰𝟥, 𝗐𝗂𝗍𝗁 𝗀𝗋𝗈𝗐𝗂𝗇𝗀 𝖧𝖡𝖬𝟦 𝖼𝗈𝗆𝗉𝖾𝗍𝗂𝗍𝗂𝗈𝗇 𝗅𝗂𝗄𝖾𝗅𝗒 𝗍𝗈 𝖺𝖽𝖽 𝖿𝗎𝗋𝗍𝗁𝖾𝗋 𝗉𝗋𝖾𝗌𝗌𝗎𝗋𝖾. 𝗟𝗲𝗮𝗿𝗻 𝗺𝗼𝗿𝗲 𝗮𝗯𝗼𝘂𝘁 𝘁𝗵𝗲 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗶𝘁𝗵 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗗𝗥𝗔𝗠 𝘀𝗵𝗶𝗽𝗺𝗲𝗻𝘁, 𝗿𝗲𝘃𝗲𝗻𝘂𝗲 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗿𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗶𝗻-𝗱𝗲𝗽𝘁𝗵 𝗗𝗥𝗔𝗠 𝗺𝗮𝗿𝗸𝗲𝘁 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲, 𝗶𝗻𝗰𝗹𝘂𝗱𝗶𝗻𝗴 𝗽𝗿𝗶𝗰𝗶𝗻𝗴 𝘁𝗿𝗲𝗻𝗱𝘀, 𝘀𝘂𝗽𝗽𝗹𝗶𝗲𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲𝘀 𝗮𝗻𝗱 𝗳𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝘁𝗵𝗲 𝗳𝘂𝘁𝘂𝗿𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗺𝗲𝗺𝗼𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: 𝗔𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗴𝗹𝗼𝗯𝗮𝗹 𝗡𝗔𝗡𝗗 𝗺𝗲𝗺𝗼𝗿𝘆 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝘁𝗼 𝘁𝗿𝗮𝗰𝗸 𝘃𝗲𝗻𝗱𝗼𝗿 𝗿𝗮𝗻𝗸𝗶𝗻𝗴𝘀, 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝘀𝗵𝗶𝗳𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗲𝘃𝗼𝗹𝘃𝗶𝗻𝗴 𝗱𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗼𝗳 𝘁𝗵𝗲 𝗡𝗔𝗡𝗗 𝗳𝗹𝗮𝘀𝗵 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆: #DRAM# #Semiconductors# #HBM4# #Samsung# #SKhynix# #Micron# #CXMT# #DataCenters# #AI# $MU $SKHY