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Will there be an oversupply of HBM next year? Institutions warn that half of the capacity cannot be sold.
①The securities department Exane BNP Paribas under the French bank Paris Bank significantly downgraded Micron's rating, directly 'cut in half' the target price. ②It pointed out that by 2025, the HBM capacity will be about 0.4 million pieces, while the demand for the same period will be 0.168 million pieces, even less than half of the supply. ③As one of the main customers of HBM, nvidia's GPU demand will also have a certain impact on the HBM demand.
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RBC Capital Markets Outlines Estimate Changes for North American Base Metals Companies
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Cat Burger : all the good shares on his side
Simon 5183 : The lower Trump's stock price, the greater the pressure from Financial Street, which means that Trump's chances of winning are greater.
dookiro : Will interest fed rate drop drastically if Trump were to win?
D3VIN dookiro : no
Mr Neitaniel :
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