Shay Boloor(@StockSavvyShay):HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple which is unusual for memory where prices typically fall as production scales. That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

가입 February 2019

342 팔로잉 중 463.5K 팬

Shay Boloor@StockSavvyShay

2026.10.18 15:13

HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple which is unusual for memory where prices typically fall as production scales. That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.