“Apple will be a great example here because they are saying, hey. Like, hey. We have all the price hike. Right? But we actually managed pretty well. They are saying the real sort of meaningful marketing impact will actually show up in the second half twenty twenty six instead of, like, the first quarter or second quarter.”
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Apple reports material revenue or margin impact attributable to memory chip costs in Q3 or Q4 2026 earnings.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
China's national oil companies predict China's overall oil demand will peak by 2027, moved forward from earlier estimates around 2030.
Alexis Maxwell predicts US corn yield will be 182 bushels per acre in 2026, down from 186 in 2025.
Ryan Peterson predicts tariff refunds will occur and be distributed within 2026
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
Ray Wong predicts Samsung, SK Hynix, and Micron will continue increasing CapEx in 2027 to expand DRAM and HBM capacity.
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