{
  "schema_version": "0.1",
  "publication": "Samsung Electronics (005930.KS) thesis wrapper",
  "claims": [
    {
      "claim_id": "claim-001",
      "claim": "HBM3E qualification/yield improvement could expand memory margins; kill if qualification or yield evidence fails.",
      "confidence": "low",
      "sources": [
        {
          "title": "Samsung DART filings and earnings transcripts",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "KIND disclosures",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "Nvidia supplier/qualification references where public",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "TrendForce/Counterpoint DRAM/HBM market-share data",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        },
        {
          "title": "Consensus margin revisions",
          "url_or_path": "source-required",
          "retrieved_or_updated_at": "not-yet-verified",
          "evidence_type": "required_primary_or_market_source"
        }
      ],
      "freshness_window_days": 14,
      "kill_criteria": [
        "HBM3E qualification fails or slips materially",
        "Yield remains below commercial threshold",
        "HBM market share or pricing deteriorates enough to offset DRAM cycle recovery"
      ]
    }
  ],
  "canonical_url": "https://barneywohl.github.io/korea-research-map-agents/agentpress/examples/samsung-hbm-margin/"
}