# Hsbc

> Markdown twin of https://roboterminal.app/companies/hsbc · https://roboterminal.app/companies/hsbc.md

## On shared sources

- [Micron](https://roboterminal.app/companies/micron) (3)
- [Amazon](https://roboterminal.app/companies/amazon) (2)
- [Google](https://roboterminal.app/companies/google) (2)
- [Meta](https://roboterminal.app/companies/meta) (2)
- [Microsoft](https://roboterminal.app/companies/microsoft) (2)
- [NVIDIA](https://roboterminal.app/companies/nvidia) (2)
- [Agility](https://roboterminal.app/companies/agility) (1)
- [AMD](https://roboterminal.app/companies/amd) (1)
- [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Coherent](https://roboterminal.app/companies/coherent) (1)
- [Lightmatter](https://roboterminal.app/companies/lightmatter) (1)
- [Lumentum](https://roboterminal.app/companies/lumentum) (1)
- [Marvell](https://roboterminal.app/companies/marvell) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2113286001795780858)
  HSBC: HBM ASP expected to increase to $3.7/GB in 2027E followed by $4.8/GB in 2028E. The HBM market is expected to increase to $391 billion in 2028E, up from $37 billion in 2025. $MU $DRAM $EWY Date: …
- [@agilityrobotics on X](https://x.com/agilityrobotics/status/2112612911067918344)
  Most warehouse robots still work behind a fence. Digit 5 is engineered to work alongside people. Our CEO Peggy Johnson joined @jonfortt on @CNBC’s #ForttKnox to talk safety, the labor gap, and why it’…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2110826796442906890)
  HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107566312457437283)
  Lightmatter at HSBC's Silicon Valley tech tour indicated that the broader ecosystem is dealing with delayed CPO adoption, with expected timelines moving towards 2028-30. $NVDA $AMD $LITE $COHR $AAOI $…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2101768389215801459)
  HSBC: USA model launches per year has been accelerating and still far ahead of China. $GOOGL $MSFT $META $AMZN https://t.co/9oqbKNwxCR
- [@pequityresearch on X](https://x.com/pequityresearch/status/2101135186163573013)
  HSBC: DRAM content per CPU is 170% higher in Rubin NVL72 compared to GB300 NVL72. $MU $NVDA $DRAM $DISK $EWY

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Source: Roboterminal · https://roboterminal.app/companies/hsbc.md