# Micron > Markdown twin of https://roboterminal.app/companies/micron · https://roboterminal.app/companies/micron.md - **Ticker:** MU ## On shared sources - [SK hynix](https://roboterminal.app/companies/sk-hynix) (78) - [Samsung Electronics](https://roboterminal.app/companies/samsung) (46) - [NVIDIA](https://roboterminal.app/companies/nvidia) (36) - [CXMT](https://roboterminal.app/companies/cxmt) (17) - [AMD](https://roboterminal.app/companies/amd) (16) - [Google](https://roboterminal.app/companies/google) (15) - [SanDisk](https://roboterminal.app/companies/sandisk) (15) - [TSMC](https://roboterminal.app/companies/tsmc) (13) - [Amazon](https://roboterminal.app/companies/amazon) (11) - [Broadcom](https://roboterminal.app/companies/broadcom) (11) - [Intel](https://roboterminal.app/companies/intel) (11) - [Microsoft](https://roboterminal.app/companies/microsoft) (11) - [Meta](https://roboterminal.app/companies/meta) (10) - [J.P. Morgan](https://roboterminal.app/companies/j.p.-morgan) (9) - [Lumentum](https://roboterminal.app/companies/lumentum) (9) - [Marvell](https://roboterminal.app/companies/marvell) (9) - [Nebius](https://roboterminal.app/companies/nebius) (9) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (8) - [Morgan Stanley](https://roboterminal.app/companies/morgan-stanley) (7) - [Tesla](https://roboterminal.app/companies/tesla) (6) - [OpenAI](https://roboterminal.app/companies/openai) (5) - [CoreWeave](https://roboterminal.app/companies/coreweave) (4) - [Credo](https://roboterminal.app/companies/credo) (4) - [Daishin Securities](https://roboterminal.app/companies/daishin-securities) (4) - [Dell](https://roboterminal.app/companies/dell) (4) - [Western Digital](https://roboterminal.app/companies/western-digital) (4) - [Anthropic](https://roboterminal.app/companies/anthropic) (3) - [Astera Labs](https://roboterminal.app/companies/astera-labs) (3) - [Counterpoint Research](https://roboterminal.app/companies/counterpoint-research) (3) - [Gartner](https://roboterminal.app/companies/gartner) (3) - [HSBC](https://roboterminal.app/companies/hsbc) (3) - [Milk Road Pro](https://roboterminal.app/companies/milk-road-pro) (3) - [Nomura](https://roboterminal.app/companies/nomura) (3) - [UBS](https://roboterminal.app/companies/ubs) (3) - [YMTC](https://roboterminal.app/companies/ymtc) (3) - [Advantest](https://roboterminal.app/companies/advantest) (2) - [Apple](https://roboterminal.app/companies/apple) (2) - [Applied Materials](https://roboterminal.app/companies/applied-materials) (2) - [ASML](https://roboterminal.app/companies/asml) (2) - [Bank of America](https://roboterminal.app/companies/bank-of-america) (2) - [Barclays](https://roboterminal.app/companies/barclays) (2) - [DeepSeek](https://roboterminal.app/companies/deepseek) (2) - [HPE](https://roboterminal.app/companies/hpe) (2) - [Kioxia](https://roboterminal.app/companies/kioxia) (2) - [Mirae Asset Securities](https://roboterminal.app/companies/mirae-asset-securities) (2) - [OpenRouter](https://roboterminal.app/companies/openrouter) (2) - [Seagate](https://roboterminal.app/companies/seagate) (2) - [SemiAnalysis](https://roboterminal.app/companies/semianalysis) (2) - [SpaceX](https://roboterminal.app/companies/spacex) (2) - [Vertiv](https://roboterminal.app/companies/vertiv) (2) - [a16z](https://roboterminal.app/companies/a16z) (1) - [Amkor](https://roboterminal.app/companies/amkor) (1) - [Applied Optoelectronics](https://roboterminal.app/companies/applied-optoelectronics) (1) - [Arista Networks](https://roboterminal.app/companies/arista-networks) (1) - [Arm](https://roboterminal.app/companies/arm) (1) - [BigGo](https://roboterminal.app/companies/biggo) (1) - [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1) - [Coherent](https://roboterminal.app/companies/coherent) (1) - [Corning](https://roboterminal.app/companies/corning) (1) - [Counterpoint](https://roboterminal.app/companies/counterpoint) (1) - [Delta Intelligence](https://roboterminal.app/companies/delta-intelligence) (1) - [Ge Vernova](https://roboterminal.app/companies/ge-vernova) (1) - [Indium Corporation](https://roboterminal.app/companies/indium-corporation) (1) - [JM-Applied](https://roboterminal.app/companies/jm-applied) (1) - [JPMorgan](https://roboterminal.app/companies/jpmorgan) (1) - [Lam Research](https://roboterminal.app/companies/lam-research) (1) - [McKinsey](https://roboterminal.app/companies/mckinsey) (1) - [Milk Road AI](https://roboterminal.app/companies/milk-road-ai) (1) - [Mizuho](https://roboterminal.app/companies/mizuho) (1) - [Netlist](https://roboterminal.app/companies/netlist) (1) - [Nittobo](https://roboterminal.app/companies/nittobo) (1) - [nvda](https://roboterminal.app/companies/nvda) (1) - [Palantir](https://roboterminal.app/companies/palantir) (1) - [Phison](https://roboterminal.app/companies/phison) (1) - [Qualcomm](https://roboterminal.app/companies/qualcomm) (1) - [RBC Capital](https://roboterminal.app/companies/rbc-capital) (1) - [SK](https://roboterminal.app/companies/sk) (1) - [SK Square](https://roboterminal.app/companies/sk-square) (1) - [Stanford](https://roboterminal.app/companies/stanford) (1) - [Supermicro](https://roboterminal.app/companies/supermicro) (1) - [Tema](https://roboterminal.app/companies/tema) (1) - [Teradyne](https://roboterminal.app/companies/teradyne) (1) - [TrendForce](https://roboterminal.app/companies/trendforce) (1) - [Wafer](https://roboterminal.app/companies/wafer) (1) ## Pulse - [@pequityresearch on X](https://x.com/pequityresearch/status/2113286001795780858) HSBC: HBM ASP expected to increase to $3.7/GB in 2027E followed by $4.8/GB in 2028E. The HBM market is expected to increase to $391 billion in 2028E, up from $37 billion in 2025. $MU $DRAM $EWY Date: … - [@ren_stocks on X](https://x.com/ren_stocks/status/2113247902298427683) $SOXX $NBIS $MU $SNDK $LITE Not calling the bottom, but it sure smells a lot closer than it did two weeks ago… Hong Kong tech (Hang Seng Tech) is now down 43% from its October 2025 peak. And hedge fun… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2113171059298230453) Even Taiwan's second tier chipmakers are printing money right now. According to Taiwanese media, Powerchip just reported third quarter revenue up 80% from a year ago and net profit up 338%. Its gross … - [@ren_stocks on X](https://x.com/ren_stocks/status/2113082598662578528) $NBIS $MU $LITE This is a great take on the current state of the AI trade. On the equity side, tech trades at ~19x forward earnings. At the 2000 peak it was ~59x. Prices have run, but earnings have ru… - [@pequityresearch on X](https://x.com/pequityresearch/status/2113079312429494409) Expert Takeaways: Memory A manager at tier-1 server manufacturer says memory demand increased 15-25% YoY in Q3 and is expected to grow the same amount in 2027. Sees memory constraint persisting throug… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112996348207440021) $SPY rose about 0.5% today to around $773, bouncing from an early low of $768.41 as chip and AI stocks led the market higher. Here are the top stories you need to know. 1. $SMCI jumped about 10% after… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112915711853265135) The memory supercycle is about to get A LOT bigger, Every single new wave of AI is creating an entirely NEW layer of demand for memory, and we're still in the EARLY stages of this cycle. HBM capacity … - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112914224708284618) Latest investment under Micron's up to $3 billion U.S. supply-chain plan strengthens the domestic semiconductor ecosystem and expands access to critical materials for advanced memory manufacturing. ht… - [@smsehy on X](https://x.com/smsehy/status/2112908007856025923) Demanding Korean suppliers beat Chinese pricing while building 100,000 wafers per month misunderstands semiconductor supply economics. Wafer fab tools and pure chemical consumables are priced by yield… - [@tculpan on X](https://x.com/tculpan/status/2112792028811759709) Just in. @MicronTech says it has signed a deal with the labor union in Taiwan. They cancelled mediation schedule for Thursday. https://t.co/ePtx3bJiyG - [@pequityresearch on X](https://x.com/pequityresearch/status/2112726335558693089) The industry believes SK Hynix' HBM4 shipments fell short of initial expectations in the third quarter. According to the industry on the 21st, SK hynix's third-quarter operating profit consensus (the … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112637986081051112) $SPY rose about 0.2% today to around $768, bouncing from an early low of $764.25 as the Dow led and tech lagged. Here are the top stories you need to know. 1. South Korean neocloud Elice plunged 32% i… - [@ren_stocks on X](https://x.com/ren_stocks/status/2112621239307002341) $MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going fro… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112570586958623040) JPMorgan just dropped an ABSOLUTELY INSANE forecast for AI compute. According to JPMorgan, global AI compute demand is expected to reach roughly 530 GW by 2031, while available supply is projected to … - [@ren_stocks on X](https://x.com/ren_stocks/status/2112558591676747843) This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into … - [@pequityresearch on X](https://x.com/pequityresearch/status/2112530020149453239) Analysts point to a 30% QoQ price increase for NAND and 20% QoQ for DRAM in Q4. $MU $SNDK $EWY $DRAM https://t.co/16CKZNUlP2 - [@pequityresearch on X](https://x.com/pequityresearch/status/2112378269626511487) Nice constraint map and the major names involved at each layer 👍 do check it out. $AVGO $LITE $MRVL $MU $AXTI $WDC https://t.co/PL5odHUzZc https://t.co/WOkP0IkIDP - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112244498059407763) We're about to witness the BIGGEST infrastructure spending boom in human history. According to Morgan Stanley, hyperscalers and neoclouds are projected to spend a staggering $1.58 TRILLION in 2027 and… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112214188990873860) DS Investment & Securities: Memory If 3-year cumulative DRAM ASP falls by ~32% and NAND by ~39%, companies can structurally maintain 80% to 90% of their peak 2027 operating profits. Supplier contracts… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112061692205269206) According to Korean media, Samsung is now making FEWER phones because memory got too expensive. Samsung cut its fourth quarter plan for mid range and budget phones from 31.4 million units to 24.2 mill… - [@stretchcloud on X](https://x.com/stretchcloud/status/2111963034671353863) Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from abo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111956743106253180) CHINA'S CXMT DRAM CAPACITY SEEN JUMPING 31% IN 2027, COULD NEARLY DOUBLE BY 2028 According to market research firms Counterpoint Research and TrendForce on the 18th, CXMT's monthly DRAM wafer producti… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111852560965661177) Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell archit… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111838471195361497) Samsung is teaming up with its biggest foundry rival to build Nvidia's next memory chip. According to Korean media, Samsung will use $TSM's 3nm process for the base die in $NVDA's custom NVHBM, at Nvi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111805244652872153) DRAM spot pricing ⬆️ SK Hynix and Samsung market cap ⬇️ $MU $DRAM $EWY $SKHY https://t.co/vx6FIle8j2 - [@stretchcloud on X](https://x.com/stretchcloud/status/2111656262505230478) Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital hav… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111633823813538226) Micron opened AATT2 in Taichung on Oct 15, its second advanced assembly and test site in Taiwan. Per BigGo, its 2027 HBM capacity is already fully sold out. New packaging capacity is being built again… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111329365132968057) China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 bil… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111291861964906902) Dan Ives on memory demand: "I just landed from Korea and we're seeing memory chip demand/supply 13 to 1." For every 1 unit of memory capacity available, buyers are requesting for 13 units. Via @CNBC $… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111286272958579087) A US class action alleges Samsung, SK hynix and Micron coordinated DRAM pricing, and that each AI HBM bit cost about three bits of regular DRAM. These are unproven allegations: no certified class, no … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111252435188531367) BofA: we continue to expect supercycle-level ASPs, revenue, and margins not only in 4Q26 but also through 2027-28 for memory. $MU $DRAM $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2111171065237963231) Keybanc: Supply chain partners indicate that Nvidia is sampling a Rubin Ultra GPU with 384GB of HBM4E based on 8x12H. This would represent a 33% increase in memory density over Rubin, which has 288GB … - [@pequityresearch on X](https://x.com/pequityresearch/status/2111155462460870663) Daishin Securities says concerns of excessive memory capacity by 2028 are "premature" and that operating margins for memory makers would be at 50% even after a 50% drop in DRAM prices. $MU $DRAM $EWY - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111138882104475959) Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111041215596748820) Global smartphone shipments just had their WORST quarter on record. IDC says shipments fell about 22% in Q3 to 255.3 million units. Memory costs driven by AI demand are crushing phone makers. Chinese … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110948189700346288) KB Securities: We estimate the DRAM process technology gap between Samsung Electronics and China's CXMT at 5-7 years on a mass-production basis. $DRAM $EWY $MU - [@pequityresearch on X](https://x.com/pequityresearch/status/2110887194525393242) CEO of Phison disagrees with the CXMT memory scare and calls it a "ghost story from the market." He states next year "there will be a shortage of everything except orders." He is more worried about th… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110870478407553074) Expert call covering semiconductor testing & memory - HBM test intensity, Advantest vs. Teradyne competitive dynamics, probe card demand, and CXMT localization progress. $MU $TER $SKHY $DRAM https://t… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110826796442906890) HSBC: ASIC will account 57% of total HBM demand by 2028e (from 31% in 2025) $GOOGL $MU $MRVL $META $MSFT $AVGO $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2110812200453726531) Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The per… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110750873122963569) Keybanc states Micron is quoting 4Q26 SSD pricing +40-45% Q/Q, compared to consensus increase +20% Q/Q. $MU $DRAM $EWY https://t.co/xmxsXCb3yD - [@pequityresearch on X](https://x.com/pequityresearch/status/2110718080733384982) Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110581637461229622) DIGITIMES: Nvidia's next-generation Rubin AI accelerators are expected to rely predominantly on 12-layer HBM4 high-bandwidth memory, despite reports that the chipmaker has asked Samsung Electronics an… - [@tslaming on X](https://x.com/tslaming/status/2110572847588684047) GOOD SIGNAL 🇨🇳 Elon Musk just said that China will be making a LOT of RAM in 2028 ⏳ For Tesla, that could turn out to be one of the best supply chain stories of the decade, and Optimus stands to gai… - [@elonmusk on X](https://x.com/elonmusk/status/2110566143983223006) China will be making a LOT of RAM in 2028 https://t.co/RiBFTe6JIC - [@pequityresearch on X](https://x.com/pequityresearch/status/2110550475632460251) A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online. They argue Korea has only 2-3 years to develop new growth industries before the cyc… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110520276773736757) Barclays: spot prices for DDR5 memory rose 8% month-over-month in October and 20% over the past three months, while the previous-generation DDR4 saw a 4% monthly increase but a 24% rise over the same … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110475229860687983) J.P. Morgan: accumulated HBM shortage reaching 23 weeks by CY28 and industry HBM TAM at ~$160B/~$280B in CY27/28 (from ~$64B in CY26). $DRAM $EWY $MU $SKHY - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110393853295427607) SK Hynix, Micron confront AI memory bottlenecks with HBM standardization, chip integration AI infrastructure expansion is shifting semiconductor competition beyond individual chip performance towards … - [@ren_stocks on X](https://x.com/ren_stocks/status/2110218620026396737) $MU This might be the most bullish memory chart I've seen all year. Bloomberg Intelligence has HBM bit shipments going from about 5,000M GB in 2026 to roughly 18,000M GB by 2030, almost 4x in four yea… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110191359424647406) Bloomberg Intelligence expects the HBM market reaching $641 billion by 2030, up from a previous forecast of $260 billion. BI expects HBM3E and HBM4 prices to jump 30–45% in 2027 and estimate that the … - [@ren_stocks on X](https://x.com/ren_stocks/status/2110156480011804684) $MU went from 16 to 26 strategic customer agreements in a single quarter, and now @elonmusk is calling Micron the reasonable one on future memory prices while its peers have been “extortionate.” Those… - [@ricci_nov on X](https://x.com/ricci_nov/status/2110143817068466558) Micron's quarter: revenue $54.23B, up 4.8x year on year; operating income $43.75B, up about 12x. Cloud Memory, mostly HBM, did $16.28B at 83% gross margin and 76% operating margin. Capex was $10.77B a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110135426262720786) Elon is saying Micron has been reasonable with future memory prices while the others have been extortionate 😮 Elon doesn't like what Samsung and SK Hynix are doing in terms of pricing... $MU $DRAM $E… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110116617149632838) BofA on CXMT's 4F2 architecture: Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Me… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110096003013689655) The Fed just admitted that AI demand is now big enough to move INFLATION across the entire United States economy. New York Fed President John Williams said today that one more rate hike may be appropr… - [@ren_stocks on X](https://x.com/ren_stocks/status/2110095353773179264) $SNDK $MU $SKHY FUD runs fast but never far. This reminds me of what happened to the memory trade at the beginning of the year. https://t.co/q39a12yTgI - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2110074252716056818) Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "W… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110069305513591103) If you have time, go play around with this interactive website to see the parts inside Nvidia's Vera Rubin. Great work by @benitoz He also has supply chain mapping 🔥 Link in replies 👇 $NVDA $MU $GOO… - [@joinautopilot on X](https://x.com/joinautopilot/status/2110041793668825258) Breaking: Micron is plunging for a 4th straight day because a Chinese rival built a new memory chip $MU lost ~$160,000,000,000 in market cap and is down 13% past week https://t.co/JiOHU0Aols - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109939721115934751) $AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109828720085315618) UBS: Server DRAM Total DRAM Demand (mn Gb): > 2024: 73,831 (+25.1% YoY) > 2025: 118,088 (+59.9% YoY) > 2026E: 177,057 (+49.9% YoY) > 2027E: 324,124 (+83.1% YoY) $MU $DRAM $EWY - [@ren_stocks on X](https://x.com/ren_stocks/status/2109756712026845269) $NBIS $SNDK $MU $LITE $AAOI Token demand just keeps going vertical. OpenRouter routed 379 trillion tokens in August, up from 15T a year ago. That’s 25x in twelve months. The jump from July to August a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109646771676717567) Barclays: Micron's DRAM supply is set to remain constrained through CY28 as DDR5 spot pricing jumped 8% MoM. New customer supply agreements now track market pricing dynamics rather than prior floor an… - [@stretchcloud on X](https://x.com/stretchcloud/status/2109428835376861298) Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacit… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109420781948055982) Memory market spot prices: DRAM: > 4Gb DDR4: +274% > 4Gb DDR3: +243% > 16Gb DDR5: +100% > 8Gb DDR4: +92% > 16Gb DDR4: +30% NAND / Storage: > 256Gb Wafer: +167% > 512GB SSD: +144% > 512Gb Wafer: +44% $… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109404172860920278) Chey Tae-won, chairperson of SK Group, wants to speed up chip plant expansion to avoid losing memory market share in Korea. He said, "If Chinese companies or U.S. Micron expand faster, Korea's market … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109362648886231157) Counterpoint Research is forecasting DRAM demand from the humanoid robot industry to rise about 20x, from roughly 8,300 terabits this year to 172,000 terabits in 2030. DRAM capacity per humanoid robot… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2109236535090434110) With the Singapore Grand Prix in a few hours, I can't help but draw comparisons to the financial markets and the AI trade. One slow pitstop or a miscalculated overtake can undo weeks of preparation an… - [@tslaming on X](https://x.com/tslaming/status/2109206118039986540) Every Robotaxi and Optimus bot needs memory to turn AI models into real-world action. As Tesla scales production, locking down that memory supply is becoming a critical pillar of its manufacturing str… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109203543341355479) SK hynix holds ~50% of HBM in 2026 but had no hybrid-bonded samples in production as of Oct 8. An Oct 7 industry report says Samsung shipped samples first; generation and customers unconfirmed. Samsun… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109197932629197256) HBM needs ~3x the wafer area of DDR5 for equal capacity and sells at ~5x the per-bit price (Micron, Hot Chips 2026). The diversion shows up in commodity DRAM: contract prices reportedly rose 90-95% Qo… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109164864002531570) Micron's Taoyuan union voted 99% to authorise a strike, timing undecided; its Taiwan fabs make more than 60% of its global DRAM. Against that, Micron holds ~$18B of cash deposits within $22B of multi-… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2108822092884119901) Nvidia is now redesigning how AI memory works and it is pulling TSMC right into the middle of the HBM business. According to TheElec, Micron will use TSMC to make the base die for its HBM4E. Nvidia's … - [@pequityresearch on X](https://x.com/pequityresearch/status/2108738946993689022) Goldman Sachs: Samsung Electronics' HBM revenue is projected to increase to $81 billion in 2027 (+321% YoY). Blended HBM average selling prices are estimated to exceed $4/GB, representing a 159% YoY i… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108606415870873913) Morgan Stanley: Samsung to see its HBM ASP increases 83.4% YoY to $3.66/GB in 2027. $MU $DRAM $EWY - [@ricci_nov on X](https://x.com/ricci_nov/status/2108468932327993768) Micron fiscal Q4: revenue $54.23B, up 4.8x y/y; operating income $43.75B; cash $73.45B, near four fabs' worth, against $10.77B capex. Its Taoyuan union then voted 99% to authorize a strike over profit… - [@stretchcloud on X](https://x.com/stretchcloud/status/2108370360957616621) a16z's chart made the crossover visible: agent token use passed human token use on OpenRouter back in February, and by August agents were burning 7.3 trillion tokens against 1.4 trillion for humans, r… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108295879119802462) Here is an expert call that touches on memory supply and price increases. $MU $DRAM $EWY https://t.co/qtaUUd7JV8 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108294908910125289) Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowd - [@ricci_nov on X](https://x.com/ricci_nov/status/2108097770485879035) 99% of 1,994 voting union members at Micron's Taoyuan site backed a strike, per joho-todai. The two Taiwan unions cover over 80% of staff; Taiwan is ~60% of Micron DRAM and HBM output, and 75%+ of 202… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108028555053486181) Employees want more compensation and they have a right to it 💯 Great expert call from Damnang. Go check it out! $MU $DRAM $EWY. . https://t.co/6cDE6TekVu https://t.co/oa7gGZMne1 - [@pequityresearch on X](https://x.com/pequityresearch/status/2107987392753750084) According to an expert, YMTC's eSSD products have been getting trialed by domestic customers due to tight capacity at leading overseas OEMs; however, data center customers still prioritize eSDDs from … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107986212845666494) Expert Takeaways: Samsung > Samsung's Production & Sourcing Shift: Samsung is reallocating 10%+ of its 1c node capacity from LPDDR5X to HBM by 2027, while its mobile division relies on a multi-supplie… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336) AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could d… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107867579503067488) One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The d… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107866792517349735) Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price incr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107851441889017891) Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2107661690812977504) According to Damnang's expert call, SK Hynix is facing technical difficulties in developing hybrid bonding for HBM while Samsung has already sent samples to customers. $MU $DRAM $EWY https://t.co/VwdJ… - [@ren_stocks on X](https://x.com/ren_stocks/status/2107653638709489678) $SKHY $MU $SNDK Memory per GPU is going up, and the math is getting silly. The fear with memory at these prices has always been "de-spec," the idea that chip designers respond to expensive memory by u… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107630777563525248) Expert Call: Memory - Key Takeaways > Contracts are moving from flexible 2–3 year terms to 5yr+ take-or-pay structures with upfront deposits and price floors/ceilings, prioritizing downside protection… - [@ricci_nov on X](https://x.com/ricci_nov/status/2107603141042839944) Micron has already committed more than 75% of planned fiscal 2027 output, and most customer talks have moved to 2028 volumes. DDR5 rose over 100% in 2026; JPMorgan puts DRAM up more than 400% from ear… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2107595105355931840) AI & TECH STOCK MARKET REVIEW The 10 biggest stories from today: 1. $NVDA hit another ATH and is close to becoming the first company ever worth $6 trillion. The stock is up ~28% this year, adding ~$1.… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107503901255569902) Bernstein expects conventional DRAM ASP to peak in Q3'27 before coming down steadily. $DRAM $EWY $MU https://t.co/dj6CRftByg - [@ricci_nov on X](https://x.com/ricci_nov/status/2107342831820189751) Netlist has begun legal proceedings against Micron and downstream customers Nvidia, Broadcom and Google over alleged unauthorized use of its HBM patents, per DigiTimes. The claim reaches past the memo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107323714270584844) Mirae Asset Securities on memory: "We expect memory supply/demand conditions to be tighter in 2028 than in 2027. A significant portion of 2027 shipment volumes has already been committed, and discussi… - [@ren_stocks on X](https://x.com/ren_stocks/status/2107300051970126204) I had the chance to check out J.P. Morgan's latest Memory Market Update and it only made me more bullish on $MU and $SNDK. Memory bears are running out of years to be right. Micron now sees supply tig… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107278667134943642) Bernstein: DRAM and NAND with the largest change in semiconductor ASPs, +282.3% YoY and +396.5% YoY, respectively. Logic is 3rd at 26.3%. $MU $DRAM $EWY $INTC $AMD $NVDA - [@tslaming on X](https://x.com/tslaming/status/2105933117928140916) BOOM 🚨 Just hours after announcing a massive memory cut, Elon Musk revealed a quick hardware pivot: Tesla is nudging the AI5 chip's onboard RAM up from 72GB to 96GB of LPDDR5 💥 This puts the new con… - [@smsehy on X](https://x.com/smsehy/status/2105905192399249856) Micron's CEO nails it: Physical AI in L4+ vehicles and humanoids needs orders of magnitude more memory and storage than current systems. The bottleneck shifts from compute to data locality. https://t.… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2105783595935683027) Elon is literally cutting memory per chip because there isn’t enough supply to get the volume Tesla needs for Optimus. I genuinely don’t own enough $MU. https://t.co/0B3LW8Zy65 - [@pequityresearch on X](https://x.com/pequityresearch/status/2105735247329644770) A good overview by UBS of the market participants in humanoid robot related sectors $MSFT $NVDA $QCOM $AVGO $MU $AMZN https://t.co/A0yxpRgeLh - [@pequityresearch on X](https://x.com/pequityresearch/status/2105398646116356561) $MU: "Several physical AI customers are sampling our next-generation products and we are increasing investments in our technology roadmap to ensure we are prepared to capitalize on this opportunity." - [@pequityresearch on X](https://x.com/pequityresearch/status/2105398572472573980) $MU: "Humanoid robots are expected to have comparable memory and storage requirements to autonomous vehicles. With the anticipated increase in both units and memory content, physical AI can become a s… - [@pequityresearch on X](https://x.com/pequityresearch/status/2104737674439295027) Nice sector timeline visuals from @outerninth showing where each technology is currently at and its market opportunity. Still early CPO, AI power semiconductors, and humanoids. $MU $SNDK $TSLA $NVDA $… - [@smsehy on X](https://x.com/smsehy/status/2103057432960208969) The fourth stage is where software speed hits factory yield reality. Building one working humanoid requires deep engineering. Producing thousands of units with micron tolerances, automotive-grade safe… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102204230832427383) Worth reading this conversation about AI demand and memory from StatementDog's analyst, Ken. > While NAND prices are still rising in the second half of 2026, increases are moderating to low-double dig… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102203868658409862) BofA: 2030 memory sales likely to reach $2 trillion, with ~$1.4 trillion from DRAM and ~$600 billion from NAND sales due to high ASP sustainability and limited price cuts. $MU $DRAM $EWY $SNDK - [@pequityresearch on X](https://x.com/pequityresearch/status/2102188879172563185) Daishin Securities: Samsung Electronics There are customers requesting 10-year contracts, it is judged that extension contracts have been successfully concluded with some customers. $MU $DRAM $EWY $DI… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102158715847643156) Bernstein: We project CXMT's wafer capacity share may surpass Micron in 2028, reaching nearly 20% globally. $MU $DRAM $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2102142574144225688) Morgan Stanley: BoM of VR200 shows memory costs increasing by 435% compared to GB300, and memory as % of BoM up from ~10% to ~26%. $NVDA $MU $DRAM - [@Newsforce on X](https://x.com/Newsforce/status/2102042669379719472) 🇨🇳 China’s leading memory-chip maker, CXMT, says its fifth-generation chip platform has entered mass production, marking a new step in the country’s push to expand domestic semiconductor manufacturi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102021526694346863) J.P. Morgan: DRAM expected to remain undersupplied through 2028 with continued ASP increase. $MU $DRAM $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2101886637831606705) UBS Group estimates that memory-related spending will surge from $71 billion in 2025 to $367 billion this year, reaching $923 billion by 2027. The remaining AI-related costs are projected at $631 bill… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101847697686716801) Preliminary September 2026 semiconductor export statistics (covering Sept 1–20): Total Memory Export Value: $21.501 billion (+350.7% YoY, +8.2% MoM) Unit Price: $82,467/kg (+277.3% YoY, -13.9% MoM) DR… - [@Newsforce on X](https://x.com/Newsforce/status/2101801077142131092) 🇨🇳 Chinese chipmaker CXMT announced that its fifth-generation DRAM memory chip platform has entered mass production. This milestone could position it as a stronger rival to Samsung, SK Hynix, and Mi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101791762469544112) HBM export unit price dropped for the first time in 5 months Average export price fell by 3.6% to $73.39 last month. According to Lee Jong-hwan, a professor of System Semiconductor Engineering at Sang… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2101699159049052291) This is one of the important chart in the entire memory market (Save this). For two decades, DRAM prices followed the red dotted line, a steady, relentless decline driven by Moore's Law and more effic… - [@thenewsink on X](https://x.com/thenewsink/status/2101674555064344934) Can China’s New Memory Chips Challenge Samsung, SK Hynix and Micron? https://t.co/EG9lEe4p9y - [@pequityresearch on X](https://x.com/pequityresearch/status/2101674489910292613) Citi: We forecast global memory Capex to increase +46.5% YoY to $80.4 billion in 2027E, accelerating from +39.5% YoY growth to $54.9 billion in 2026E, as memory suppliers respond to structurally stron… - [@tphuang on X](https://x.com/tphuang/status/2101631685720703317) CXMT announces G5 platform as a 12nm product. Storage-capacitor aspect ratio 45:1, DRAM-adapted HKMG, core functional-area height down to 6,762nm, plus a full-lifecycle digital-twin R&D line that repo… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101311095906701536) Citi: HBM Demand Outlook > Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028. > Nvidia Dominates Dema… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101135186163573013) HSBC: DRAM content per CPU is 170% higher in Rubin NVL72 compared to GB300 NVL72. $MU $NVDA $DRAM $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2101109265368777023) J.P. Morgan: We forecast industry DRAM blended pricing increasing ~250% in CY26 and ~30% in CY27; NAND pricing is forecast to grow ~250%/~25% in 2026/2027. $MU $DRAM $DISK $EWY $SNDK - [@joinautopilot on X](https://x.com/joinautopilot/status/2101026409363673196) Breaking: Micron reclaims $1,000 as the memory chip rally extends into its September 30 earnings report Michael Burry reported he shorted $MU on July 2 $MU added ~$36,000,000,000 in market cap today h… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100996270802268532) Excellent visuals from Skylab Intelligence showing how fast memory chip exports have rises. South Korea's DRAM exports have risen by 501.4% YoY. $MU $DRAM $DISK $EWY $SKHY $SNDK https://t.co/WQaQp9yCr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100966323589361808) HSBC: Server DRAM prices should continue rising amid strong demand for AI and general servers. $MU $DRAM $EWY $SKHY - [@pequityresearch on X](https://x.com/pequityresearch/status/2100952231080010082) KB Securities: with higher HBM4 shipments, we expect Samsung Electronic's HBM market share to jump from 33% in 2Q26 to ~40% in 4026. $MU $DRAM $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2100799405762736244) RBC Capital on Micron: "our Asia supply chain conversations point to 80-100% HBM price increases for 2027, which should remain a tailwind to blended DRAM ASPs." $MU $SKHY $EWY $DRAM - [@pequityresearch on X](https://x.com/pequityresearch/status/2100754930734969048) Omdia: Memory > DRAM industry revenue is forecast to reach $372 billion in 2026, representing a staggering 147% year over year growth, while NAND revenue is projected to hit a record $300 billion, up … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100603180816200104) Citi remains positive on DRAM price increases till 2031. 2027E: +23.1% 2028E: +7.7% 2029E: +7.9% 2030E: +3.2% 2031E: +3.3% $DRAM $EWY $MU $DISK - [@pequityresearch on X](https://x.com/pequityresearch/status/2100571724194455981) KB Securities: the allocation of AI infrastructure spend toward memory is projected to jump from 40% (2026E) to 57% (2027E). $MU $GOOGL $SNDK $META $MSFT $AMZN - [@pequityresearch on X](https://x.com/pequityresearch/status/2100408145562739008) Citi: we expect server DRAM demand to grow more than 50% YoY in 2027E, with eSSDs demand rising ~50% YoY. Server DRAM demand should rise alongside growing CPU demand. $MU $DRAM $DISK $EWY $SKHY $SNDK - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2100358110254952615) Jensen Huang just mapped out the chain of companies needed to power the AI revolution (Save this). His message is that AI is becoming a new industrial system that requires manufacturing, infrastructur… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100350033371746724) CEO of Intel, Lip-Bu Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349638540771708) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid cooling as critical semiconductor supply chain constraints: "I think a lot of people didn't realize — at … - [@pequityresearch on X](https://x.com/pequityresearch/status/2100349392452571556) CEO of Intel, Lip Bu-Tan, mentions memory, power, high speed connectivity, optical, and liquid coolings and critical semiconductor supply chain constraints: "I think a lot of people didn't realize — a… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100256395996127584) KB Securities: as of September, no sign of orders slowing down from major customers for memory. Memory makers' inventories are at an all-time low (under 10 days) with supply tightening further in 2027… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100239284380782902) Citi: HBM S/D situation expected to get significantly worse in 2028. 2026E: -22% 2027E: -21% 2028E: -36% $MU $DRAM $DISK $SKHY $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2100225693477122455) The AI datacenter semiconductor market is expected to grow from $250 billion in 2025 to $1.3 trillion by 2030. $INTC $AMD $NVDA $AMZN $MU $CRDO $AVGO https://t.co/Udp2o1PDba https://t.co/gsPPccKlXD - [@pequityresearch on X](https://x.com/pequityresearch/status/2100044499632476199) Citi: Memory Citi expects memory undersupply conditions to extend through 2031. HBM & DRAM Projections Surging HBM Demand: HBM bit demand is projected to jump 62% YoY in 2027 (to 75.2B gigabits) and 6… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099989138766250035) Bloomberg: DRAM shortage may last until 2030 "A recent analysis by Bloomberg indicates that as long as global cloud computing giants continue to invest heavily in AI infrastructure, the tight DRAM sup… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099955915751350584) Edgewater: "Anthropic expected to direct purchase ~20% of memory in CY27 & grow % in CY28, in DRAM roughly same size as NVDA." 👀 $MU $DRAM $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2099926975238529336) Goldman Sachs: HBM Pricing Following discussions with investors in Toronto, Boston, New York, and San Francisco, Goldman Sachs found that North American investors are generally more optimistic about m… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099865571043037656) TrendForce: Supply Chain Radar Everything besides GPU is either tight or very tight in supply. $NVDA $AMD $SNDK $MU blockstack:native $WDC - [@pequityresearch on X](https://x.com/pequityresearch/status/2099683621351428138) According to the Korea Semiconductor Industry Association, the technology gap between South Korea and China in memory chips has narrowed to 3 years in HBM, 2 years in DRAM and 1 year in NAND flash. A … - [@pequityresearch on X](https://x.com/pequityresearch/status/2099653925817213354) Morgan Stanley: CSP CapEx to increase to $1.5 trillion in 2027, of which 53% will be for memory alone or $795 billion. $DRAM $EWY $MU $MSFT $META $AMZN $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2099637568057032827) SK Hynix and Samsung Electronics operating profit estimates have been revised up for Q3. "Samsung Electronics' third-quarter operating profit estimate is tallied at around 114 trillion won. That is up… - [@ricci_nov on X](https://x.com/ricci_nov/status/2099601970768322608) DeepSeek says V4.1-Flash needs one-quarter the HBM and one-eighth the SSD of its previous architecture for the KV cache. Not the model, not training: KV cache only. Micron booked $13.77B in cloud memo… - [@joinautopilot on X](https://x.com/joinautopilot/status/2099529312378429740) Breaking: Micron is plunging today after AI leaders like Elon Musk, Sam Altman and Dario Amodei called for a slowdown in development $MU has lost ~$62,000,000,000 in market cap today https://t.co/lXLf… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098957950404477026) BofA says SK Hynix to reach % HBM to DRAM sales of 35% in 2030E, up from 18% in 2026. $DRAM $DISK $MU $SKHY $EWY https://t.co/Kk3nX8QOg1 - [@pequityresearch on X](https://x.com/pequityresearch/status/2098834412217528623) Goldman Sachs has forecasted ~$276 billion in revenue for Micron in FY28, up from ~$131 billion in FY26. $MU $DRAM $DISK $EWY https://t.co/5y0fuGITyS - [@pequityresearch on X](https://x.com/pequityresearch/status/2098779413404127636) J.P. Morgan: AI memory % share of CSP capex to reach 49% in 2027E and 60% in 2028E, up from 31% in 2026. $MU $DRAM $EWY $DISK $SNDK - [@pequityresearch on X](https://x.com/pequityresearch/status/2098762300593459364) RBC Capital: New memory manufacturing capacity is not expected to provide meaningful relief until 2027 at the earliest, with some industry analysts extending that timeline into 2028. $MU $DISK $DRAM $… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098581106643652954) J.P. Morgan: We expect the memory shortage to persist for the next two years, worsening in 2027 (70–80% of demand fulfillment) before easing somewhat in 2028. $MU $DRAM $DISK $EWY $SNDK - [@pequityresearch on X](https://x.com/pequityresearch/status/2098492019735724092) HSBC: DRAM sufficiency ratio expected to get worse in 2027 but also 2028. $DRAM $EWY $DISK $MU $SNDK - [@pequityresearch on X](https://x.com/pequityresearch/status/2098264788388262037) Preliminary Exports | September 10, 2026 Based on figures from the 1st to the 10th of each month DRAM: +529% Y/Y, +79% M/M MCP (HBM): +293% Y/Y, +87% M/M MLCC: +38% Y/Y, +65% M/M $MU $DRAM $DISK $EWY … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098213433938202771) According to a close source, Micron is looking to test HBM4E 12Hi with hybrid bonding, but ramp remains unclear. Original plan was to do it for HBM5 12Hi, but the company is looking to expedite it on … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098169652790903288) J.P. Morgan: SK Hynix to sustain HBM market leadership, above 40% revenue share next year. HBM ASP forecasted to increase by 48% vs 35% previously in FY27. $SKHY $DRAM $MU $DISK $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2098055392676991184) J.P. Morgan: we believe the memory cycle is still in the mid-cycle with positive ASP growth trajectory through Q4'28 and beyond. $MU $DRAM $DISK $EWY - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097987684794790022) 🚨Leopold/Situational Awareness returns? Since last Friday, there's been a string of significant Flex calls bought in concentrated AI names: $315M total options premiums / $1.1B of delta / $5.8M of ve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097894747939410188) Analyst Mehdi Hosseini at Susquehanna on memory prices: "Average DRAM price will rise 50% in the third quarter of this year, followed by an additional 20% in the fourth quarter. He expected NAND flash… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097809963141791875) Just some notes from $NBIS fireside chat at Goldman Sachs Tech Conference: TLDR: Yep, it's bullish. 1. Order book extends into H1 2028 which is 2 quarters further out than at Q2 ER. Arkady said "peopl… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097792032940999026) SemiAnalysis on memory for robots: "Although total DRAM wafer capacity continues to grow, most of the incremental capacity is being absorbed by HBM for AI accelerators. That leaves the commodity and L… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097671865997406495) Nomura has global memory revenue reaching ~$3.7 trillion in 2030 with 83% of it coming from data centers. More than 3.5x in revenue from 2026F. $MU $DRAM $SNDK $SKHY $EWY $DISK https://t.co/aTXN8qFj55 - [@pequityresearch on X](https://x.com/pequityresearch/status/2097538738515554526) DRAM, HBM, and NAND supply to remain right in 2028. > The capacity squeeze effect of high bandwidth memory (HBM) may continue into 2028. Analysts point out that HBM's share of overall DRAM wafer start… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097486833114325095) MIC report with a supply/demand assessment on various AI components. HBM/Commodity DRAM: tight through 20227-2028 High-end MLCC: tight in 2027; 2028 to be watched ABF Substrate: may ease in 2028 ABF B… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097466009158320475) Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb—with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb)—and are requ… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097448109131391019) Memory = semiconductor industry. According to Bernstein, memory drove ~$355 billion in incremental semis sales YTD through July. Of the 111% YTD semis revenue growth, 75% of it was driven by memory pr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097407121738568025) Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb, with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb), and are re… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097384070389158009) Memory is about to out earn every other chip on Earth combined and this chart still understates it (Save this). The chart uses Gartner's April forecast, which put memory at $633 billion in 2026 and $7… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097334258629259750) The biggest memory cycle in 45 years is only getting started (Save this). Every prior peak on this chart came from a demand event that ended, whether that was the Iraq war build, the cloud capex boom … - [@pequityresearch on X](https://x.com/pequityresearch/status/2097330113629278225) Historically, the memory market has moved from USA to Japan to Korea, depending on the entrants...with CXMT entering the market, will majority of the memory market share move towards China? $MU $DRAM … - [@ricci_nov on X](https://x.com/ricci_nov/status/2097188176679064011) Two unions covering ~10,000 Micron workers in Taoyuan and Taichung have not called a strike, but over 80% of participating members backed one in an August survey. Micron says Taiwan was a majority of … - [@ricci_nov on X](https://x.com/ricci_nov/status/2096984523909345543) Gas equipment is a leading indicator. JM-Applied, a supplier to Micron and TSMC, posted first-half revenue above NT$600m, up more than 50% year over year, while its order book passed NT$3bn, about fiv… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096745711098560640) Micron is reportedly moving to about 100,000 HBM wafers a month by end-2026, roughly double its current run rate, with 12-high HBM4 for Nvidia's Vera Rubin. Per DigiTimes, Samsung and SK Hynix still h… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2096721112189288489) We need more compute than ever before because AI is moving into the everyday operations of ordinary businesses (Save this). The chart shows that 22.4% of firms are already using AI in their regular bu… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096695325289537870) Counterpoint puts CXMT at 10% of Q2 DRAM and HBM revenue, up from 8% in Q1 and 4% a year ago — fourth globally. Samsung 38%, SK Hynix 25%, Micron 24%. The market itself grew 57% quarter on quarter and… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096684379477291101) Micron is testing Near-GPU NAND: high-endurance flash on the GPU package or PCB, hundreds of GB between HBM and system storage. Density traded for endurance and I/O. It follows SK Hynix and SanDisk's … - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095878415807336909) Micron is one of the biggest winners from collapsing AI prices and this chart explains why (Save this). The red line shows DRAM spot pricing for DDR5 1Gx16, which has risen from roughly $30 in January… - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095510852518707514) Micron is heading toward one of the most profitable semiconductor runs in history. UBS projects its revenue could reach nearly $379 billion by fiscal 2028, with profits approaching an unbelievable $28… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … --- Source: Roboterminal · https://roboterminal.app/companies/micron.md