Shay Boloor(@StockSavvyShay):HBM4 and HBM4E are expected to nearly triple their share of HBM demand to 48% in 2027 as $NVDA Rubin and next-gen AI chips require a ton more advanced memory. What’s also wild is that HBM3E 8-Hi is expected to double its share to 17% suggesting ASICs are expanding the market and giving $MU and $SKHY more ways to grow across both premium and mature memory.

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

2026.10.18 10:23

HBM4 and HBM4E are expected to nearly triple their share of HBM demand to 48% in 2027 as $NVDA Rubin and next-gen AI chips require a ton more advanced memory. What’s also wild is that HBM3E 8-Hi is expected to double its share to 17% suggesting ASICs are expanding the market and giving $MU and $SKHY more ways to grow across both premium and mature memory.