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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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dookiro : Will interest fed rate drop drastically if Trump were to win?
D3VIN dookiro : no
Mr Neitaniel :
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