John Intel
@intelfabs
God First. Intel and Terafab are cool
Joined May 2026
240 Following 6.6K Followers
By 2028:
HBM becomes one of the largest profit pools in memory.
AI servers consume a growing percentage of industry DRAM capacity.
Conventional DRAM gets crowded out because more wafers are diverted toward HBM production.
$MU $SKHY
Show more
