Shay Boloor(@StockSavvyShay):Stifel says DRAM supply would need to grow ~50% in 2027 to close deficit but expects bit growth to slow to just ~20% while HBM4 pricing per bit could roughly double. That keeps memory cycle tighter for longer with $MU and $SKHY heading into another major step-up in HBM pricing.

Shay Boloor

@StockSavvyShay

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

加入 February 2019

325 正在關注 454.1K 粉絲

Shay Boloor@StockSavvyShay

2026.09.21 11:33

Stifel says DRAM supply would need to grow ~50% in 2027 to close deficit but expects bit growth to slow to just ~20% while HBM4 pricing per bit could roughly double. That keeps memory cycle tighter for longer with $MU and $SKHY heading into another major step-up in HBM pricing.