Sean(@sean_________):Mizuho $MU NDR takeaways: Agentic-AI driving CPU-DRAM, we est. $NVDA's $20B CPU revs could imply 3K PB incremental CPU demand at ~6% global DRAM supply We believe some key customers remain 30-50% under-supplied and growing customer interest in L-T agreements 2027E with pricing potentially UP 70-100% y/y vs current avg. HBM projections of up 17%/up 36% for 2026/2027E

Sean

@sean_________

TMT catalyst/event-driven trader with a focus on research.

参加 May 2019

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Sean@sean_________

2026.05.26 00:58

Mizuho $MU NDR takeaways: Agentic-AI driving CPU-DRAM, we est. $NVDA's $20B CPU revs could imply 3K PB incremental CPU demand at ~6% global DRAM supply We believe some key customers remain 30-50% under-supplied and growing customer interest in L-T agreements 2027E with pricing potentially UP 70-100% y/y vs current avg. HBM projections of up 17%/up 36% for 2026/2027E