P Equity Research 📰(@pequityresearch):"We see DRAM HBM content flat moving from BW300 to VR200 at 288GB (HBM4) and see VR-ultra moving to 256GB HBM4e with HBM4e pricing up 70-100%. We believe Feynman with 768GB/GPU at HBM4e/16Hi but potentially constrained as LTAs/SCAs/NBMs determine pricing." 👀 $NVDA $DRAM $EWY $MU

P Equity Research 📰

@pequityresearch

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P Equity Research 📰@pequityresearch

2026.08.16 19:39

"We see DRAM HBM content flat moving from BW300 to VR200 at 288GB (HBM4) and see VR-ultra moving to 256GB HBM4e with HBM4e pricing up 70-100%. We believe Feynman with 768GB/GPU at HBM4e/16Hi but potentially constrained as LTAs/SCAs/NBMs determine pricing." 👀 $NVDA $DRAM $EWY $MU