Apr. 15 at 6:40 PM
$MU |
$DRAM | Memory Market Shift Incoming!
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The HBM4 saga is heating up, but hereās the twist: as NVIDIAās AI-driven demand takes hold, HBM3E & enterprise DRAM are poised to fill the void if HBM4 volume falls short. This structural shift is a game-changer for memory stocks.
Samsung is betting BIG on HBM4, targeting 80% yield in H2 2026 (up from sub-60%) to serve NVIDIAās next-gen platforms. Expect them to push harder on DRAM tech, despite EUV complexity & rising costs ā theyāve already hiked HBM4 prices 40-50% in 2026.
Meanwhile, SK hynix is pulling back, reducing HBM4 shipments by 20-30% due to delays with NVIDIAās Rubin platform. But don't worry, they're redirecting supply to HBM3E & server DRAM to meet growing demand.
HBM3E & server DRAM are becoming the backbone of the market. Donāt miss the
$MU &
$DRAM plays here as the industry adapts. Eyes on NVIDIAās share shift ā HBM3E is set to rise from 61% to 71% in 2026!