# HBM demand — X 热门讨论 (2026-09-26 06:25 UTC)
## @TradexWhisperer (Trade Whisperer) · 09-26 04:25 · ♥30 ↻0 💬2 The bear take: Samsung gains HBM share, $MU $SKHY lose.
Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM.
DRAM is THJE money maker right now, not HBM. https://t.co/XJObTvsmSJ https://x.com/TradexWhisperer/status/2103702560330981754