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HBM suppliers

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 29, 2025 by Jonathan Ross · across every show →

Everything said about HBM suppliers, oldest first

Sep 29, 2025 negative
Insight
Ross: Memory Suppliers Restrict HBM Supply to Protect High Profit Margins
“There's also this situation where the margin on HBM is so high, That no one wants to actually increase the supply, because then the margin goes down.”
Jonathan Ross Sep 29, 2025 ▶ 18:01 Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
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