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HBM market

8 atoms · 跨 6 天 · 首见 2026-05-19 · 最近 2026-06-30

三色: 🟦 fact 2 · 🟥 take 6 · stance ▲5/▼1/◆0

来源: X 8

时态: fresh:8

标签: 好思考:4 · 好观点:2 · 好信源:2

2026-05-26 · rerating trade crowdedness
HBM rerating is crowded trade and happening right now
tags: 好思考 · → daily
2026-05-19 · described as small market
HBM은 작은 시장, 우리는 더 큰 시장을 노린다
tags: 好观点 · → daily
2026-06-30 · 供需失衡且扩大
There’s a massive structural supply/demand imbalance in the market, and it’s actually growing not shrinking.
tags: 好观点 · → daily

2026-05-31 · Goldman Sachs 预期供需更紧
Goldman now expects DRAM, NAND and HBM supply/demand to be even tighter in 2027 than 2026
tags: 好思考 · → daily
value: date=2027
2026-05-31 · Goldman Sachs 预期供应不足持续至 2028
Undersupply conditions now expected to persist into 2028 across all three memory markets
tags: 好思考 · → daily
value: date=2028
2026-05-31 · Goldman Sachs 预期价格追赶
HBM pricing expected to “catch up” further versus conventional DRAM, driving a larger HBM TAM
tags: 好思考 · → daily

2026-06-05 · price trend
HBM price hikes
tags: 好信源 · → daily
value: direction=up · qty=na · date=na
2026-05-23 · player oligopoly
HBM (DRAM-based) is currently a three-player oligopoly: SK Hynix (leader), Samsung, and Micron.
tags: 好信源 · → daily