<p>➀ Samsung reduced the price of its 12-layer HBM3E by 30% (from $300 to $200 per unit) to challenge Hynix's dominant market share (60-70%), while Samsung and Micron hold 20-30% and 15-20%, respectively;</p><p>➁ HBM4, set for Nvidia's Rubin accelerator in Q4 2026, is under evaluation by Nvidia, with Samsung leveraging its advanced 10nm-class 1c DRAM process to compete against Hynix's 1b process;</p><p>➂ Chinese firm ChangXin is entering the HBM market, having reportedly submitted an HBM3 test chip to Huawei.</p>