← ZephyrTrade on Robinhood →Trade on Hyperliquid →
in postLONG
“Check 3D DRAM, and u can scale till 1b node without EUV (HBM3E)”
@zephyr_z9
3D DRAM shifts memory scaling from EUV lithography to HAR etch and ALD deposition, routing billions in capex to Lam Research's core tools
LRCXLONG@ $373.82
$292.66-21.71%
since call Jun 28
in postLONG
“Check 3D DRAM, and u can scale till 1b node without EUV (HBM3E)”
@zephyr_z9
3D DRAM lets HBM3E scale to the 1-billion node without EUV, removing a key cost ceiling for Micron's dominant HBM franchise
MULONG@ $1,150.60
$815.38-29.13%
since call Jun 28
TIMESTAMPS
in post
in post