Follow the Right Sources for Memory and HBM Calls

Tech Observer says that on this topic, filtering sources is crucial: many accounts are noisy, but industry experts with direct context (e.g., Gavin Baker) should be weighted more heavily. The post quotes a claim attributed to Gavin Baker that HBM DRAM could account for 30–40% of hyperscaler CapEx in 2027, and references a recent call where his 2025 Micron call is said to be up roughly 14x.

The same embedded content notes that HBM stacking (12–16 dies per package) is possible at only three vendors: Micron, SK Hynix, and possibly a third major player.

Relevance

Very relevant to your stock thesis work and supply-chain lens: reinforces concentration in HBM manufacturing capacity and the asymmetric edge for memory suppliers in a hyperscaler AI spend environment.

Notes

• The tweet appears to include an embedded quoted post (PodcastAlpha) with additional context.
• Source scrape includes only this primary post snippet plus extracted quote text; full thread context was not fully retrievable from this path.