# HBM demand — X 热门讨论 (2026-09-23 08:27 UTC)
## @intelfabs (John Intel) · 09-23 01:20 · ♥35 ↻2 💬2 No HBM oversupply Even after lowering assumptions, supply still cannot fully meet demand. $SKHY $MU https://t.co/9pGWN6tc4S https://x.com/intelfabs/status/2102568752248496439