Mirae Asset Securities
What changed, and what is the evidence.
ComputePolicy
🗞️ Pulse first · 3 news posts
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What changed, and what is the evidence.
Oct 7, 2026 · Post · posted
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Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price increases in 2027. > Industry is bringing… |
Mirae Asset Securities on memory: "We expect memory supply/demand conditions to be tighter in 2028 than in 2027. A significant portion of 2027 shipment volumes has already been committed, and discussions with customers are increasingly… |