Daishin Securities
What changed, and what is the evidence.
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🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 16, 2026 · Post · posted
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Daishin Securities says concerns of excessive memory capacity by 2028 are "premature" and that operating margins for memory makers would be at 50% even after a 50% drop in DRAM prices. $MU $DRAM $EWY |
12-Hi HBM 👍 https://t.co/K4XXa5SjtG |
Daishin Securities: Samsung Electronics There are customers requesting 10-year contracts, it is judged that extension contracts have been successfully concluded with some customers. $MU $DRAM $EWY $DISK $SKHY |
Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb—with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb)—and are requesting 5-year long-term contracts. $MU… |
Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb, with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb), and are requesting 5-year long-term contracts.… |