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… x.com/xiaomucrypto/s/xiaomucry...…