Predictions

10 of 1,607 predictions match — page 1 of 1. Click any row to view its detail.

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IDDomainTopicTitlePredictorConvSQPriorStatusWindow
CMQ_040Semis/Memorymemory-supercycleAI-driven demand has triggered an 'unprecedented supercycle' for dominant glo…Samsung executives5/5A90.0%in_progress2025-01-01 – 2027-12-31
CMQ_029Semis/MemoryDRAM-mandateDRAM manufacturers must expand production aggressively — 'NVIDIA will buy all…Jensen Huang5/5A90.0%in_progress2026-01-01 – 2027-12-31
CMQ_033Semis/MemoryHBM-demandGlobal HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute crit…Morgan Stanley5/5A82.0%pending2026-01-01 – 2026-12-31
CMQ_034Semis/MemoryHBM-shortageHBM will remain in structural shortage through at least 2027 — shortage exten…Morgan Stanley5/5A85.0%in_progress2026-01-01 – 2027-12-31
CMQ_035Semis/MemoryHBM4-complexityHBM4 16-layer stack design (required for Vera Rubin) places unprecedented yie…Jensen Huang / Morgan Stanley5/5A75.0%pending2026-01-01 – 2027-12-31
CMQ_036Semis/MemorySK-Hynix-shareSK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HB…Morgan Stanley5/5A78.0%partial2026-01-01 – 2026-12-31
CMQ_037Semis/MemorySamsung-shareSamsung will grow global HBM market share from 20% to 28% by securing majorit…Morgan Stanley4/5A50.0%pending2026-01-01 – 2026-12-31
CMQ_038Semis/MemoryMicron-HBM4Micron has initiated HVM production of HBM4 36GB module delivering 2.8 TB/s b…Micron5/5A85.0%hit2026-01-01 – 2026-12-31
CMQ_041Semis/Memoryconsumer-DRAM-shortageReallocation of foundry real estate toward high-margin HBM leaves severe unad…Morgan Stanley5/5A82.0%in_progress2026-01-01 – 2027-12-31
CMQ_046Semis/Memoryagentic-DRAMSustained memory contexts required for agent 'memory' will drive additional 1…Morgan Stanley5/5A68.0%pending2026-01-01 – 2026-12-31