“I think server driven HBM will be the top priorities. Support for the show comes from Public.”
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Memory makers allocate majority of HBM production capacity to server/data center applications through 2028-2029.
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 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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