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John Intel
@intelfabs
God First. Intel and Terafab are cool
加入 May 2026
202 正在关注    6K 粉丝
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
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