“I'm thinking at this point that we could see The US corn yield be a 182 bushels. But, again, we still have a long road of production potential ahead of us.”
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USDA reports final US corn yield for 2026 crop year; resolves if actual yield matches or falls within reasonable range of 182 bu/acre prediction
China's national oil companies predict China's overall oil demand will peak by 2027, moved forward from earlier estimates around 2030.
Ray Wong predicts significant new DRAM wafer capacity will come online in 2026 and throughout 2027.
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 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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