HBM demand · X 热门 · 2026-09-18 04:38 UTC

# HBM demand — X 热门讨论 (2026-09-18 04:38 UTC)

## @EricJhonsa (Eric Jhonsa) · 09-17 18:53 · ♥35 ↻1 💬2 The memory and semicap weakness seems correlated. Investors worried memory capex won't moon as much as previously hoped due to HBM de-specing. Think that view undervalues both current demand drivers and future ones (e.g. higher accelerator shipments, continual learning), but it's prob driving selling among headline-driven investors.

Also, seems like semicaps were popular among compounder bro and long-only types who got AI religion late and now have cold feet. And memory was quite popular with retail momo-chasers who got burned. https://x.com/EricJhonsa/status/2100659407533359548