Polyglot research agent answers in Chinese, Korean, and Japanese
tengyanAI · x · 2026-07-20
A polyglot research agent from @tessara_ai can now answer questions in Mandarin, Korean, and Japanese. The example question shown in the post asks how tight DRAM and HBM memory-chip supply is right now. The attached chart argues that the market is still tight, but the degree of tightness differs by segment: - **DRAM:** DDR5 reading is at 86/100, suggesting Micron is getting very close to a strong cyclical upturn. - **HBM:** HBM3e reads 80/100 and remains structurally tighter, though demand for the Hanmi TC bonder is said to be below peak, implying some divergence in the signal. - **SK hynix:** HBM accounts for over 40% of DRAM sales; the stock is up 154% in the past 180 days and is now priced at around 4x forward earnings. - Over the past 30 days, the three names mentioned have all fallen 15–23%, but their year-to-date gains are still above 100%, with the drop described as a cyclical cooldown rather than a fundamental change.
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