HBM/DRAM surge; Micron Q2 +300%/sold-out lockup buy dips, SK Hynix H2 IPO/50% share shortage, Samsung Q1 $43B profit/HBM4, Rebellions $400M/$2.3B pre-IPO inference, optical/photonics (Samsung/Soitec/Lumentum/AEHR/VIAVI), packaging/test bottleneck, semi hikes, RAM price crash volatility/TurboQuant
Key Questions
What are Micron's Q2 and Q3 projections?
Micron forecasts Q2 $23.9B and Q3 $33.5B revenue, +300% surge with HBM4 sold out through 2027 for Rubin. Wall Street hasn't priced in the AI memory lockup; buy dips with PT $530+.
What is Samsung's Q1 profit outlook?
Samsung expects Q1 profit of $43B, 8x last year, driven 95% by chips with HBM prices doubling NVDA/AMD. In 90 days, it earned more than all of last year.
What share does SK Hynix hold in HBM?
SK Hynix targets 50% HBM share amid shortages, 48% margins, $10B H2 US IPO, supplying MSFT Maia 200 HBM3E. Indiana fab expansions support this.
What funding did Rebellions secure?
Rebellions raised $400M towards $2.3B pre-IPO valuation for POD inference ($650M total), amid HBM4 talks with OpenAI/Groq/Mistral.
What RAM market volatility is noted?
Google TurboQuant shows 6x compression with 30% RAM crash/$450B wipeout, contrasting Goldman’s 49% semis surge to $700B AI hw by Q4'26.
How does AMAT contribute to memory growth?
AMAT Q1 beat +4.1% on AI growth, collaborating with Micron on next-gen DRAM/HBM/NAND amid packaging/test bottlenecks.
What role do photonics play?
Optical/photonics surges with Samsung/Soitec/Lumentum (+117%)/AEHR/VIAVI, alongside semi hikes and HBM stacks/thermal testing by Advantest/Amkor/Teradyne.
What is the HBM supply outlook?
Amazon's 1M GPUs rely 90% on MU/SKH/Samsung with 4-5yr shortage; Citi sees AMD 41.3% server share upside.
Micron Q2 $23.9B Q3 $33.5B HBM4 2027+ sold out Rubin, Wall St hasn't priced lockup buy dips PT$530+ tripled rev record YTD surge vs NVDA dip; Samsung Q1 profit 8x $43B (95% chips HBM prices 2x NVDA/AMD); Google TurboQuant 6x compression 30% RAM crash/$450B wipeout; Goldman 49% semis surge $700B AI hw Q4'26; AMAT Q1 beat +4.1% AI growth/Micron US collab next-gen DRAM/HBM/NAND; SKH 48% margins $10B H2 US IPO Indiana/MSFT Maia 200 HBM3E; Samsung HBM4 OpenAI/Groq/Mistral talks, Rebellions $400M/$2.3B pre-IPO POD inference ($650M total). Amazon 1M GPUs 90% MU/SKH/Samsung 4-5yr shortage; AMD/INTC/ADI +10-15% (Citi AMD 41.3% server); NXP/TI surges; Lumentum +117%/AEHR/VIAVI Samsung/Soitec photonics; AI test Advantest/Amkor/Teradyne HBM stacks/thermal. CoWoS TSMC/AMAT/Intel. SMH/IGPT.