$1.28 trillion global memory market by 2027 from TrendForce. Memory sector was around $180B at the 2023 trough. Even discounting heavily for analyst optimism, the direction is clear: AI compute demand for HBM is real and growing faster than prior estimates 📊
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments