https://x.com/wallstengine/status/2019774471360352728?s=20
SemiAnalysis: Downgrades Micron's Nvidia Rubin HBM share to 0%. There are currently no signs that Nvidia will be ordering Micron's HBM. Nvidia's HBM4 supply is expected to be consolidated with SK Hynix and Samsung in a 70/30 ratio.
▶ Original source: https://x.com/wallstengine/status/2019774471360352728?s=20