---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000861942.md"
description: "Meritz Securities: CSPs flooding requests to secure HBM supply for 2028. $Alphabet(GOOGL.US) $Microsoft(MSFT.US) $Meta Platforms(META.US) $Amazon(AMZN.US) $DRAM $Micron Tech(MU.US) $EWY"
datetime: "2026-08-20T03:16:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000861942.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000861942.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000861942.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Meritz Securities: CSPs flooding requests to secur…


### Related Stocks

- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGN.US](https://longbridge.com/en/quote/GOOGN.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [EWY.US](https://longbridge.com/en/quote/EWY.US.md)

## Comments (1)

- **ButterKaya · 2026-08-20T04:54:36.000Z**: micron said the same thing, requests exceed what they can supply through calendar 2028 with no line of sight on catching up. locking in 2028 now is rational.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**