MojoTrick(@MojoTricks):J.P. Morgan: HBM operating margin is catching up to conventional DRAM. 2026E: ~55% HBM vs ~81% conventional DRAM 2028E: ~70% HBM vs ~80% conventional DRAM Gap narrows from 26 pp to 10 pp. Blended SEC / SK Hynix. Estimates, not reported actuals. $MU $SKHY $DRAM $EWY

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MojoTrick@MojoTricks

2026.10.03 05:20

J.P. Morgan: HBM operating margin is catching up to conventional DRAM. 2026E: ~55% HBM vs ~81% conventional DRAM 2028E: ~70% HBM vs ~80% conventional DRAM Gap narrows from 26 pp to 10 pp. Blended SEC / SK Hynix. Estimates, not reported actuals. $MU $SKHY $DRAM $EWY