Three buyers hold 85% of 2027 HBM capacity | Hacker News - But Better

Three buyers hold 85% of 2027 HBM capacity theinference.org

Morgan Stanley estimates put Nvidia, Alphabet and AMD at 85% of 2027 high-bandwidth memory, Nvidia alone at roughly 37%, backed by $279 billion in disclosed supply commitments. The DDR5 market is paying the toll now,…

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