Woofun AI reports that Goldman Sachs significantly increased its 2027 HBM price increase expectation for Samsung from +14% to +44% in its latest June DRAM sentiment survey. This adjustment coincided with South Korea's May DRAM exports surging 370% year-on-year to a record high, while SK Hynix shares rose 3.5% and Samsung Electronics gained 2.7% within one hour.

On-chain data indicates a whale on Hyperliquid opened a $3.9 million long position on 2196 SKHX contracts using 3x leverage at an average price of $1,752, establishing the largest single-day holding for this asset with a liquidation price of $1,225.