HBM demand · X 热门 · 2026-10-10 02:03 UTC

# HBM demand — X 热门讨论 (2026-10-10 02:03 UTC)

## @PhotonCap (Photon Capital) · 10-09 21:42 · ♥31 ↻1 💬1 Another announcement from $TER

TESTING!

> This signals potential growth in memory test performance investment, alongside production capacity expansion.

- $TER announced Magnum E2 on September 29, targeting LPDDR6, DDR6, GDDR7 and NAND.

- The company says its Near-DUT architecture improves signal integrity and supports parallel testing across up to 64 test sites.

> Faster memory requires testers to distinguish good devices from failures at operating speed, potentially creating upgrade demand beyond capacity expansion.

> Its scope extends beyond dedicated HBM testing, suggesting AI-related test investment could broaden into conventional DRAM and NAND for SSDs.

> The platform prepares customers to qualify emerging interfaces before production; the announcement does not establish immediate DDR6 volume production or customer orders.

> Investors should watch the progression from customer qualification to production adoption and memory test revenue growth. https://x.com/PhotonCap/status/2108674560841453741