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P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Discord: | China Tech Research:
加入 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