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May 12analysis9 min
Samsung's HBM3E qualification, finally. The full timeline and what it means for NVIDIA's 2026 allocation strategy.
For 18 months Samsung was the third HBM vendor on paper only. NVIDIA's quiet May qualification changes everything — including SK Hynix's pricing power and Micron's growth ceiling.
May 02analysis7 min
Micron, year of the ramp. The "American HBM" trade is now structural, not speculative.
Micron's HBM3E sold out through 2027 and the HBM4 sample timeline is closing the gap with SK Hynix. What this means for supply diversification and 2026 pricing dynamics.