> Long-term, sure. Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then

> Long-term, sure. Yes. Non-HBM Samsung supply going from 60% to 20% will cause prices to increase, which will cause increased production of non-HBM, and then prices will fall (below where they currently are).