SSNLF · Samsung Electronics Co., Ltd.Samsung Electronics Co., Ltd.
📋 Questions Samsung's claim of having the best-performing HBM4 after NVIDIA placed additional HBM4 orders with SK Hynix, suggesting Samsung may be losing ground
Questions Samsung's claim of having the best-performing HBM4 after NVIDIA placed additional HBM4 orders with SK Hynix, suggesting Samsung may be losing ground.
Evidence & details
- +NVIDIA placed additional HBM4 orders with SK Hynix
- +Post questions whether Samsung truly has the best-performing HBM4.
- ⚡NVIDIA HBM4 orders with SK Hynix
- ⚡Potential Samsung HBM4 performance issues.
- −Samsung may still have competitive HBM4 products.
- −Order allocation may not reflect performance alone.
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Post Timeline · 1 posts
@TBU12345678 NVIDIA has placed additional HBM4 orders with SK Hynix. Does Samsung really have the best-performing HBM4?
Thesis: Questions Samsung's claim of having the best-performing HBM4 after NVIDIA placed additional HBM4 orders with SK Hynix, suggesting Samsung may be losing ground.
Samsung and SK Hynix can pass increased costs onto hyperscalers due to memory demand not being in a downturn like 2022, making the current dip a buying opportunity.
source ↗Fears over oil/LNG/helium disruptions for SK Hynix and Samsung are overblown; energy cost impact is minimal (sub-3% margin hit) and easily absorbed or passed through, making the recent selloff unjustified.
source ↗Questions Samsung's claim of having the best-performing HBM4 after NVIDIA placed additional HBM4 orders with SK Hynix, suggesting Samsung may be losing ground.
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