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A $81B Samsung HBM revenue projection and wafer crowd-out concerns

A reply links the revenue projection and wafer crowd-out, calling the combination a memory squeeze.

JSCC | NasdaqJ|
1 Source, 1h ago, first seen 1h ago

TLDR

A user points to projected $81B in Samsung high-bandwidth memory (HBM) revenue and wafer crowd-out, describing the combination as a memory squeeze.

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5

1 Source, first seen 1h ago

Combined views

5

1 Source, first seen 1h ago

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Sentiment

Positive——Negative

Summary

Not enough discussion yet.

No sentiment analysis available yet.

1 Source

JSCC | Nasdaq@JSCC2020Lee@LiDaosen The projected $81B Samsung HBM revenue with the wafer crowd-out is the memory squeeze that stuck.1h
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    1 Source

    JSCC | Nasdaq@JSCC2020Lee@LiDaosen The projected $81B Samsung HBM revenue with the wafer crowd-out is the memory squeeze that stuck.1h
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