“supplier. Additionally, the wafer should have lot more coming online by the '26 and for, you know, throughout 2027. Right? So I think those are two variables that you want to factor in”
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Memory makers (Samsung, SK Hynix, Micron) bring new DRAM fab capacity online in 2026-2027 as announced.
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 Samsung, SK Hynix, and Micron will continue increasing CapEx in 2027 to expand DRAM and HBM capacity.
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