P Equity Research 📰(@pequityresearch):Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price increases in 2027. > Industry is bringing forward capacity expansion schedules with suppliers being unable to meet the volumes requested by major GPU and ASIC customers. > Customers are seeking to maximize the number of compute chips deployed even if this means reducing memory content per chip. $MU $DRAM $EWY

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2026.10.07 16:13

Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price increases in 2027. > Industry is bringing forward capacity expansion schedules with suppliers being unable to meet the volumes requested by major GPU and ASIC customers. > Customers are seeking to maximize the number of compute chips deployed even if this means reducing memory content per chip. $MU $DRAM $EWY