# Daishin Securities

> Markdown twin of https://roboterminal.app/companies/daishin-securities · https://roboterminal.app/companies/daishin-securities.md

## On shared sources

- [Micron](https://roboterminal.app/companies/micron) (4)
- [Sk Hynix](https://roboterminal.app/companies/sk-hynix) (3)
- [Samsung](https://roboterminal.app/companies/samsung) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2111155462460870663)
  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
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109153099008868744)
  12-Hi HBM 👍 https://t.co/K4XXa5SjtG
- [@pequityresearch on X](https://x.com/pequityresearch/status/2102188879172563185)
  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 $DI…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097466009158320475)
  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 requ…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097407121738568025)
  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 re…

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Source: Roboterminal · https://roboterminal.app/companies/daishin-securities.md