Macquarie shared the wafer capacity addition timeline
- 2027 DRAM wafer capacity: max 350k wpm addn.
- 2028 DRAM wafer capacity: max 455k wpm addn.
- Very limited NAND capacity addition until 2028.
- Samsung (200k), $MU (235k) and $SKHY (220k) all adding up over next 2 yrs
- Samsung rated OW with a PT of ₩480K; SKHY also rated OW with a PT of ₩3.4M
$EWY $DRAM $DISK
That fresh smell after rain is called petrichor.
When raindrops hit dry soil, they release plant oils and geosmin from bacteria, creating that rich, earthy scent.
Apple sold 240 million iPhones last year. The iPhone 18 Pro Max is betting 200 million owners never discover what the A20 Pro chip actually does.
A former Apple silicon engineer told me:
"You're carrying a 5,567 mAh battery and a 2nm chip that cuts power consumption by 30%. Combined, that's 23 hours of real-world use. But most owners charge it every night like it's a 2020 phone. You're not using the battery. You're wasting it."
Here are the 9 iPhone 18 Pro Max settings that unlock its true battery life 🧵
MIC report with a supply/demand assessment on various AI components.
HBM/Commodity DRAM: tight through 20227-2028
High-end MLCC: tight in 2027; 2028 to be watched
ABF Substrate: may ease in 2028
ABF Buildup Film: tight in 2027; may ease in 2028
High-end CCL: tight in 2027; may ease in 2028
T-Glass: possible turning point in H2'27
NAND: may ease from late 2027 through 2028
$MU $DRAM $EWY $DISK $SNDK