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Tweets by gavbon86

DRAM Pricing Deep Dive: Current Market Analysis, Six-Month Trends, and a Rigorous 2027 Forecast with Sensitivity ModelingFebruary 27, 2026Gavin Bonshor

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Samsung’s HBM3E breakthrough sets the stage for the real fight: HBM4 in 2026November 11, 2025Gavin Bonshor

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