Depends on what proportion of Samsung's output is current HBM4 and HBM4E DRAM.
Everything in their statement can be true and it be a bad thing for consumers of non-HBM RAM.
"HBM capacity to expand to 250,000 wafers a month"
So let's say their current HBM capacity is 100k wafers/month (pure speculation/random number for illustration), and their total RAM capacity (including HBM( is 300k wafers/month, then non-HBM capacity reduces from 200k to 50k.
Everything in their statement can be true and it be a bad thing for consumers of non-HBM RAM.
"HBM capacity to expand to 250,000 wafers a month"
So let's say their current HBM capacity is 100k wafers/month (pure speculation/random number for illustration), and their total RAM capacity (including HBM( is 300k wafers/month, then non-HBM capacity reduces from 200k to 50k.