B · Normal
[Xiaomi: HBM specification downgrade will not change the shortage background, and the compound growth rate of demand from 2026 to 2028 will still reach 63%] On September 23, JPMorgan Chase recently released a research report on the HBM storage industry. In response to market concerns about HBM specification downgrade, it updated industry supply and demand, downstream demand, technology iteration, manufacturer competition and investment judgment. The bank believes that even if specifications are reduced, HBM supply and demand will continue to be tight. The compound growth rate of HBM bit demand from 2026 to 2028 will still reach 63%. The upward price trend continues, and the storage sector has investment value.
memory chip 🕐 2026-09-23 15:06
#memory chip #memory
Save as Image Generate a beautiful long image to share on Moments or in group chats Generate now ⬇
← Back to Telegraph

Related telegraphs

[The latest disclosure of the "Big Short": It has significantly increased short 09-23 16:52 [SanDisk’s stock price rose 6.6% to hit a new high in more than 2 months] On Sep 09-22 21:45 [Omdia: Global semiconductor revenue exceeded a record high in the second quarte 09-22 13:54 [Memory chip concept is active, Spacetime Technology is hitting the daily limit] 09-22 10:06 [JPMorgan Chase: Samsung Electronics’ third-quarter preview memory business rema 09-21 15:27 [Agency: Enterprise SSD prices are expected to continue to rise in the fourth qu 09-21 14:39

Comments

0/500
Captcha (click to refresh)
No comments yet