TeamGroup’s CEO sees no memory price drop in 2027, and balance in 2028 at the earliest
A viral post on TeamGroup's warning is right on the outlook but loose on the numbers: the chip price rose 5.5 times, and…
Topic
HBM
Morgan Stanley puts Google at 36% of 2027 HBM demand, just behind Nvidia
Chosun Biz reports Morgan Stanley expects Nvidia to take 37.3% of 2027 HBM demand and Google 36.0%. Both reports date from before Google's…