JUST IN: SemiAnalysis notes HBM demand will outpace supply in 2026, with Samsung and SK Hynix shifting wafer capacity to HBM and away from general DRAM; CXMT sits ~10% DRAM share but trails top fabs by ~3 years in process tech. $HBM $DRAM

SK Hynix-6.01%
SKHY-8.78%
SKHYV-0.98%
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