Markos
@MarkosAAIG
Founder of AAIG. Research built across the stack. A 7-person team spanning engineering, finance and strategy. One investable view.
가입 July 2023
243 팔로잉 중 17.9K 팬
Finally people waking up more.
$MU $SKHY
JPMorgan sees HBM industry revenue potentially growing ~2.5x in 2027 as ~63% bit growth meets ~54% higher pricing.
That gets even more important as HBM’s share of DRAM capacity rises from 19% to 31% by 2028 pulling supply away from conventional DRAM and keeping the broader market tighter.
That tightness is already showing up in $MU $150B RPO with $32B of prepayments and ~75% of 2027 bits locked while leaving more of the out years open if shortage lasts through 2028.
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