“And then all those move, you are already seeing some sign of that. And another another sign you are seeing is the CapEx. Right? Both the Hynix, Samsung, and Micron, their direct CapEx has actually increased price significant this year, and expect similar trend in 2027 given I think, you know, they're gonna probably, you know, try to expand more capacity and invest more in both HBM as well as equipments that goes to events equipment.”
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Samsung, SK Hynix, and Micron report increased CapEx spending in 2027 compared to 2026.
Ray Wong predicts server-driven HBM will be the top priority for memory makers in the next two to three years.
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 Apple will experience meaningful market impact from memory chip costs in the second half of 2026 rather than earlier quarters.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
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