Ehrmantraut Capital(@EhrmantrautCap_):Very interesting overview from TrendForce. GPU: Balanced - $NVDA, $AMD DRAM: Very tight - $MU, $SKHY, $005930.KS NAND: Tight - $SNDK, $KXIAY HDD: Very tight - $STX, $WDC ABF: Very tight - Unimicron $3037.TW, Ibiden $4062.T (and upstream: Ajinomoto $2802.T) MLCC: Tight - Murata $6981.T, Samsung Electro-Mechanics $009150.KS

Ehrmantraut Capital

@EhrmantrautCap_

Investor from the Netherlands | AI, memory, photonics and space. Not financial advice.

Joined November 2025

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Ehrmantraut Capital@EhrmantrautCap_

2026.09.17 19:25

Very interesting overview from TrendForce. GPU: Balanced - $NVDA, $AMD DRAM: Very tight - $MU, $SKHY, $005930.KS NAND: Tight - $SNDK, $KXIAY HDD: Very tight - $STX, $WDC ABF: Very tight - Unimicron $3037.TW, Ibiden $4062.T (and upstream: Ajinomoto $2802.T) MLCC: Tight - Murata $6981.T, Samsung Electro-Mechanics $009150.KS