John Intel
@intelfabs
God First. Intel and Terafab are cool
加入 May 2026
240 正在關注 6.6K 粉絲
By 2028:
HBM becomes one of the largest profit pools in memory.
AI servers consume a growing percentage of industry DRAM capacity.
Conventional DRAM gets crowded out because more wafers are diverted toward HBM production.
$MU $SKHY
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