[Citrini vs. SemiAnalysis? SemiAnalysis Founder Claps Back at Citrini Researcher, Claims Rubin Ultra 12 Hi News Was Shared with Clients in March] Odaily Planet Daily News – Recently, a heated debate has erupted once again between two well-known investment research institutions, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant information, stating, 'The performance of Rubin Ultra HBM has actually dropped to the 12 Hi level, and they haven’t even started using HB technology yet. By 2027, they won’t be using 16 Hi chips. Currently, hybrid bonding technology is extremely expensive for HBM (its yield rate is very low). BESI’s biggest short-term advantage lies in TSMC adopting hybrid bonding technology in its chip manufacturing and packaging processes, enabling the integration of EIC and PIC, thereby improving CPO production efficiency.' In response, Citrini researcher Jukan attached a related tweet in the comments, stating, 'I told you this back in April.' Regarding this matter, SemiAnalysis founder Dylan Patel shared a screenshot from Discord, stating, 'In March, clients using the SemiAnalysis Memory and Accelerator model were already informed that Rubin Ultra 16 Hi would be replaced with the 12 Hi version.' Previously, Citrini researcher Jukan had cited information claiming that 'NVIDIA plans to significantly cut next-generation rack memory configurations,' which at the time caused memory stocks in the U.S. and South Korea to collectively plunge. SemiAnalysis founder Dylan Patel clarified, stating that the information was taken out of context and overly sensationalized.