Shay Boloor(@StockSavvyShay):JPMorgan sees HBM industry revenue potentially growing ~2.5x in 2027 as ~63% bit growth meets ~54% higher pricing. That gets even more important as HBM’s share of DRAM capacity rises from 19% to 31% by 2028 pulling supply away from conventional DRAM and keeping the broader market tighter. That tightness is already showing up in $MU $150B RPO with $32B of prepayments and ~75% of 2027 bits locked while leaving more of the out years open if shortage lasts through 2028.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.02 13:02

JPMorgan sees HBM industry revenue potentially growing ~2.5x in 2027 as ~63% bit growth meets ~54% higher pricing. That gets even more important as HBM’s share of DRAM capacity rises from 19% to 31% by 2028 pulling supply away from conventional DRAM and keeping the broader market tighter. That tightness is already showing up in $MU $150B RPO with $32B of prepayments and ~75% of 2027 bits locked while leaving more of the out years open if shortage lasts through 2028.