# Mirae Asset Securities

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

## On shared sources

- [Micron](https://roboterminal.app/companies/micron) (2)
- [SK Hynix](https://roboterminal.app/companies/sk-hynix) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2107866792517349735)
  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 incr…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2107323714270584844)
  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 discussi…

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