John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
202 フォロー中 6K ファン
HBM: keep >40% revenue share next year.
FY27 blended ASP now +48% y/y (was +35%).
8Hi mix seen at 55–60% as key customers lean 8Hi over 12Hi on HBM4 / HBM4E.
Undersupply through FY28. $SKHY
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