Trade Whisperer
@TradexWhisperer
Memory Engineer & Data Scientist. Masters Degree @UofIllinois 2x🎓 Founder of Smart Candle System, FREE trial on Patreon 👇
加入 February 2012
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$MU $DRAM $TSM Holy Shit
2026: 12 HBM stacks per substrate
2029: 64 HBM stacks with SoW
That is a 5x structural expansion of HBM demand per system. The memory content per platform is not peaking. It is just getting started.
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