John Intel
@intelfabs
God First. Intel and Terafab are cool
参加 May 2026
240 フォロー中 6.6K ファン
By 2028:
HBM becomes one of the largest profit pools in memory.
AI servers consume a growing percentage of industry DRAM capacity.
Conventional DRAM gets crowded out because more wafers are diverted toward HBM production.
$MU $SKHY
もっと見る
