Predictions
6 of 1,621 predictions match — page 1 of 1. Click any row to view its detail.
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Predictor
| ID | Domain | Topic | Title | Predictor | Conv | SQ | Prior | Status | Window |
|---|---|---|---|---|---|---|---|---|---|
| CMQ_033 | Semis/Memory | HBM-demand | Global HBM demand will reach 32 billion Gb by 2026 — HBM is the absolute crit… | Morgan Stanley | 5/5 | A | 82.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_034 | Semis/Memory | HBM-shortage | HBM will remain in structural shortage through at least 2027 — shortage exten… | Morgan Stanley | 5/5 | A | 85.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_036 | Semis/Memory | SK-Hynix-share | SK Hynix will maintain industry HBM lead, capturing >50% of NVIDIA's total HB… | Morgan Stanley | 5/5 | A | 78.0% | partial | 2026-01-01 – 2026-12-31 |
| CMQ_037 | Semis/Memory | Samsung-share | Samsung will grow global HBM market share from 20% to 28% by securing majorit… | Morgan Stanley | 4/5 | A | 50.0% | pending | 2026-01-01 – 2026-12-31 |
| CMQ_041 | Semis/Memory | consumer-DRAM-shortage | Reallocation of foundry real estate toward high-margin HBM leaves severe unad… | Morgan Stanley | 5/5 | A | 82.0% | in_progress | 2026-01-01 – 2027-12-31 |
| CMQ_046 | Semis/Memory | agentic-DRAM | Sustained memory contexts required for agent 'memory' will drive additional 1… | Morgan Stanley | 5/5 | A | 68.0% | pending | 2026-01-01 – 2026-12-31 |