Transcendโs chairman sees DRAM supply potentially halving in 2027, per DigiTimes.
He says memory prices have plateaued with limited room to rise, but DDR5 is still the tightest and Q1 2027 allocations may come in below Q4.
So the squeeze has moved from price to simply getting supply. $MU $DRAM
Happy Veterans Day to everyone who raised their hand and served. I am proud to be a Navy veteran. I think about the people I served with often, and I am grateful for the ones still serving today. โ๏ธ
SK hynixโs HBM4 yield is reportedly above 70%, per Chosun Biz citing industry sources.
The company doesnโt disclose yields and each maker measures differently, but SK hynix did say on its Oct 28 call that HBM4 yields beat plan and it raised internal targets. $SKHY $DRAM