# HBM demand — X 热门讨论 (2026-09-19 02:29 UTC)
## @bdinvestingg (Bilaal- BD investing) · 09-18 18:55 · ♥31 ↻1 💬3 $MU back over $1000
RBC expects Q3 DRAM prices to rise more than 20% QoQ, versus its previous expectation of roughly 10%. HBM demand and tight EUV equipment availability continue restricting supply https://t.co/HTD0lTzS1G https://x.com/bdinvestingg/status/2101022292201369682