$MU $SKHY This why headlines are absolute lies. If you want the truth, the honest truth about the memory market. Follow me. Supposedly, China’s CXMT plans to start production of "HBM3E" with little as 20% of the chips being usable. But CXMT’s “HBM3E” performs closer to SK Hynix’s prior generation HBM3 than to its current HBM3E. That puts them 3+ years behind, and the gap widens from here without the advanced equipment needed for HBM4E and HBM5 specs. Now, here's the curveball. CXMT shifting wafers from conventional DRAM to HBM creates anoter avoid in the DRAM supply. S/D balance will tilt again. 20% yield means 8 of every 10 stacks get scrapped, and one bad die kills the whole stack. It’s an absolute DRAM eater.