Elon Musk says memory shortage will worsen in 2027, HBM 'a tougher hill to climb'

Elon Musk says the memory shortage will get worse in 2027 before China potentially ramps LPDDR production in 2028, adding that HBM remains 'a tougher hill to climb.' He says Micron and SK Hynix could see pricing power last much longer than the market expects, with HBM projected to consume ~30% of DRAM wafers.

Detected & updated continuously · Source: Nebula