Jeff Pu
@sssjeffpu
Tech Enthusiast. 20 years tech equity research + industry.
Joined April 2025
74 Following 38.5K Followers
Agreed. TrendForce is unmatched when it comes to memory research @trendforce
TrendForce explains why 4-Hi HBM isn’t enough.
(Personally, I think memory makers wouldn’t produce 4-Hi HBM even if it were enough.)
