HBM demand · X 热门 · 2026-10-09 09:41 UTC

# HBM demand — X 热门讨论 (2026-10-09 09:41 UTC)

## @MelvinInvests (Melvin) · 10-09 06:30 · ♥31 ↻6 💬5 According to Korean media, most $NVDA Vera Rubin chips will use 12 layer HBM4, not 8 layers like recent reports said.

Counterpoint Research called the fears of slowing HBM demand misinformation.

HBM uses more than 3x the wafer capacity of regular DRAM, so the memory shortage is not going away anytime soon.

Bullish for Samsung, SK hynix and $MU. https://x.com/MelvinInvests/status/2108444872462193126