MojoTrick(@MojoTricks):JP Morgan just dropped a strong note on Memory. Key takeaways: • Hyperscaler AI Capex: +85% in 2026, +70%+ in 2027 • Sustained shortage: 20% → 19% → 15% (2026-28) • HBM TAM: $64B → $160B → $280B • Micron already has >75% of FY27 output locked in via SCAs Memory Big 3 still trading at crazy low multiples. $MU $SKHY $SNDK $005930.KS #Memory #HBM #AI

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参加 January 2022

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MojoTrick@MojoTricks

2026.10.17 12:58

JP Morgan just dropped a strong note on Memory. Key takeaways: • Hyperscaler AI Capex: +85% in 2026, +70%+ in 2027 • Sustained shortage: 20% → 19% → 15% (2026-28) • HBM TAM: $64B → $160B → $280B • Micron already has >75% of FY27 output locked in via SCAs Memory Big 3 still trading at crazy low multiples. $MU $SKHY $SNDK $005930.KS #Memory# #HBM# #AI#