John Intel
@intelfabs
God First. Intel and Terafab are cool
가입 May 2026
202 팔로잉 중 6K 팬
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
더 보기
