P Equity Research 📰(@pequityresearch):Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb—with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb)—and are requesting 5-year long-term contracts. $MU $DRAM $DISK $EWY $SKHY

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P Equity Research 📰@pequityresearch

2026.09.08 23:24

Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb—with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb)—and are requesting 5-year long-term contracts. $MU $DRAM $DISK $EWY $SKHY