HBF: the center of the next bottleneck — a surge in demand

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No memory->no compute ->no AI -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 NewLeaf2021 的博客首頁 (587 bytes) () 05/01/2026 postreply 08:40:22

oh my -pega- 給 pega 發送悄悄話 pega 的博客首頁 (16 bytes) () 05/01/2026 postreply 09:05:36

Memory ETF -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 NewLeaf2021 的博客首頁 (81 bytes) () 05/01/2026 postreply 09:05:48

HBM vs HBF -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 NewLeaf2021 的博客首頁 (81 bytes) () 05/01/2026 postreply 09:06:51

Who controls the HBM market ? -NewLeaf2021- 給 NewLeaf2021 發送悄悄話 NewLeaf2021 的博客首頁 (81 bytes) () 05/01/2026 postreply 09:08:22

I have this "DRAM" etf -天涯追夢- 給 天涯追夢 發送悄悄話 天涯追夢 的博客首頁 (0 bytes) () 05/01/2026 postreply 23:21:36

we have been saying this for past 6 months -三心三意- 給 三心三意 發送悄悄話 三心三意 的博客首頁 (0 bytes) () 05/01/2026 postreply 09:29:00

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