Finn Stockinger
@FinnStockinger
Analyst. Investor.
Early where the market is late.
Joined December 2025
692 Following 17.6K Followers
Another sign that 2027 is shaping up to be a strong year for memory.
$MU $000660.KS $005930.KS
$AMD CEO Lisa Su says demand is still running above supply, with strong compute demand expected to continue for the next several years.
AMD plans to “substantially increase” supply in 2027, while memory remains broadly supply constrained.
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