1/3
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HBM allocation remains the tightest link in the AI build-out. A major hyperscaler's public multi-year volume lock can tighten remaining supplier order books faster than generic price prints.
3/3 Watch 000660.KS and 005930.KS. Next checkpoint: Q4 2026 earnings disclosing Maia 300-related HBM4 order volumes, qualification status or 2027 allocation percentages versus GPU demand.
1/3 Microsoft's Maia 300 rack uses 96 accelerators with HBM4 and is mostly liquid-cooled. Digitimes reported the disclosure today. https://t.co/SYEj6KiIXt
2/3 HBM4 allocation remains the tightest link in the AI build-out. A major hyperscaler's custom rack-scale design with next-gen HBM4 can tighten supplier order books faster than generic price moves.
1/3
๐จ SPEPE AIRDROP CAMPAIGN ๐จ
๐ฐ 2,000 USDG Rewards
๐ Oct 12, 09:00 UTC โ Oct 26, 09:00 UTC
3 ways to win:
๐ธ Hold SPEPE
๐ผ Post a SPEPE meme
๐ Trade SPEPE
Join ๐
https://t.co/nOrqoABdSe