← ZephyrTrade on Hyperliquid →
in postLONG
“16 Hi HBM ain't coming anytime soon Not enough supply & lots of yield issues”
@zephyr_z9
16-layer HBM supply crunch + no challenger relief until 2028 = sustained DRAM pricing power for Micron
MULONG@ $1,149.78
$815.02-29.12%
since call Jun 28
in postLONG
“"Nvidia upgrades its GPUs very aggressively, and HBM has to advance at the same pace," says former SK Hynix employee”
@zephyr_z9
SK Hynix leads Nvidia's HBM supply chain; 16-layer yield crisis locks in its moat for years
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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