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![rwang07 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::833295407182516224.png) Ray Wang [@rwang07](/creator/twitter/rwang07) on x 14K followers
Created: 2025-07-18 11:30:46 UTC

Goldman Sachs: "we believe HBM pricing could decline for the first time in 2026, with increasing competition and pricing power gradually shifting to the major customer where Hynix has an outsized exposure. We lower our HBM estimates for 2026 on the back of double-digit% HBM pricing decline for next year, and believe the company OP for next year will decline yoy ..."

![](https://pbs.twimg.com/media/GwIv3dFWYAEq31Z.jpg)

XXXXX engagements

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**Related Topics**
[investment](/topic/investment)
[$000660ks](/topic/$000660ks)
[goldman sachs](/topic/goldman-sachs)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/rwang07/status/1946170779613139413)