Resurfaced market data projects HBM to capture 56% of DRAM revenue

ZE

Zephyr@zephyr_z9 3 months ago

Koreans should avoid leverage and jumping from rooftops https://twitter.com/zephyr_z9/status/2076652343307964879

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ZE

Zephyr@zephyr_z9 3 months ago

The supply deficit will grow from 18% to 25% by 2030 https://twitter.com/zephyr_z9/status/2076652343307964879

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ZE

Zephyr@zephyr_z9 3 months ago

My biggest takeaway: HBM demand determines the duration of the memory boom If it goes down then it's all over https://twitter.com/zephyr_z9/status/2076652343307964879

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T2

Teortaxes▶️ (DeepSeek 推特🐋铁粉 2023 – ∞)@teortaxesTex 3 months ago

> 91EB/year of supply versus 120EB/yr of demand All these insane expansions, and no saturation in sight This, mind you, is not even some unhinged singularitanian fast takeoff scenario, this is "business as usual" https://twitter.com/zephyr_z9/status/2076652343307964879

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Resurfaced market data projects HBM to capture 56% of DRAM revenue

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