P Equity Research 📰(@pequityresearch):Bernstein expects HBM4 ASP to peak in CY2027, with Micron and Samsung commanding the highest price ~$4.5/GB $MU $DRAM $EWY

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semis & Tech | Research & Expert Calls: | China Tech:

Joined April 2023

931 Following 64.8K Followers

P Equity Research 📰@pequityresearch

2026.10.01 15:03

Bernstein expects HBM4 ASP to peak in CY2027, with Micron and Samsung commanding the highest price ~$4.5/GB $MU $DRAM $EWY

Forward to community

Most Popular Users

930.3K Followers

1.2M Followers

344K Followers

The Wall Street Journal

22.3M Followers

6.3M Followers

345.3K Followers

1.1M Followers

1.2M Followers

3.4M Followers

5.4M Followers

2.1M Followers

241.5M Followers

4.2M Followers

26.4M Followers

5.5M Followers