Woofun AI reports that SemiAnalysis analyst Ray Wang stated YMTC's HBM technology trails SK Hynix and Samsung by approximately four years. Wang noted that while YMTC holds a 10% DRAM market share, it remains three years behind in process technology. He emphasized that wafer capacity limits, not demand, drive the current supply-constrained HBM market, with insufficient supply expected to continue into 2028.