Trade Whisperer(@TradexWhisperer):HBM supply vs demand gab in Gigabits. What you must understand: -That -7% bit shortfall is really a -21% to -28% wafer shortfall for HBM4E. It eats 3x to 4x more wafers per bit due to TSV and very low stack yields. -The gap went from -1% to -7%. It's widening even as all 3 giants pour resources and wafer starts into HBM. That's a breakout. -2027 new supply is already sold out. The memory trio is ramping with discipline, and SK Hynix's chairman doesn't see balance returning even by 2030.

Trade Whisperer

@TradexWhisperer

Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214. Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois

参加 February 2012

152 フォロー中 144K ファン

Trade Whisperer@TradexWhisperer

5hours ago

HBM supply vs demand gab in Gigabits. What you must understand: -That -7% bit shortfall is really a -21% to -28% wafer shortfall for HBM4E. It eats 3x to 4x more wafers per bit due to TSV and very low stack yields. -The gap went from -1% to -7%. It's widening even as all 3 giants pour resources and wafer starts into HBM. That's a breakout. -2027 new supply is already sold out. The memory trio is ramping with discipline, and SK Hynix's chairman doesn't see balance returning even by 2030.