RT @xiaomucrypto: 市场反应错误，
英伟达准备降低HBM4的技术规格要求，
居然刚开盘存储还跌了，
三星良率只有60%，如果降低技术规格要求的话，一些原规格之外低一点性能的次品也能合格出售，
那么三星的良率可能就变成90%，
一季度能卖出去的HBM4数量变多了几… https://x.com/xiaomucrypto/s/xiaomucrypto/status/2021609816301703384…

Twitter

RT @xiaomucrypto: The market reaction is wrong. Nvidia is preparing to lower the technical specifications for HBM4, and storage prices even dropped at the opening bell. Samsung's yield rate is only 60%. If the technical specifications are lowered, some slightly lower-performance substandard products can also be sold. Therefore, Samsung's yield rate might become 90%, and the number of HBM4 modules they can sell in the first quarter will increase significantly… https://x.com/xiaomucrypto/s/xiaomucrypto/status/2021609816301703384…

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