Changshin Memory's HBM yield is only 20%

A certain senator mentioned that if the US drives the boat, China is just following behind on water skis,
suggesting that it wouldn't be a problem even if the US takes a brief breather.
I agree with this opinion.
Changshin Memory's HBM yield is only 20%.
They have no way of catching up to the US.
Big Tech should take a moment to catch their breath,
addressing, correcting, and preventing the problems that have occurred or are expected to occur during their journey before sprinting again.
It feels like the current market is reacting as if the Democrats have completely halted AI,
and is responding with a level of fear that China will catch up to the US in the meantime.
I believe this is a completely wrong market reaction,
but I also agree that the market needs some time to stabilize.
The election has just ended,
and the initial condition for the steep rise in stock prices was the expectation that they would run frantically toward AI completion without rest.
That doesn't mean the stock prices of Samsung Electronics, Hynix, or Micron will suddenly skyrocket—like Hynix reaching 5 million won.
I am simply saying that the market's movement seems to be an overreaction.