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Analyst Bernstein predicts Samsung gaining high-bandwidth memory (HBM) market share from SK Hynix, downgrading SK Hynix equity targets.

Samsung's HBM ramp diversifies supply, but analyst downgrade suggests increased competitive pressure and pricing pressure on incumbent suppliers.
Trade pressSlicast · September 29, 2026 at 15:15 UTC · US · Source: Investing.com
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SK Hynix
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In-depth analysis
CommentarySK Hynix HBM Lock-In, Solidigm IPO, and US Fab Bet, September 2026CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing Power
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Analyst Bernstein predicts Samsung gaining… · Slicast