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What if the AI bubble was built on an engineered memory shortage? $MU just crashed over 17% from its recent high right as Micron, Samsung, and SK Hynix got hit with a federal lawsuit accusing them of restricting DRAM supply while AI demand sent prices up nearly 700%. The... show more

Crypto Rover

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96,810 次观看 • 2 个月前 •via X (Twitter)

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🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

🚨 WHAT IF THE MEMORY SHORTAGE WAS MANUFACTURED? Samsung, SK Hynix, and Micron are being sued for allegedly engineering the DRAM shortage on purpose. The lawsuit claims they used the AI boom as cover to quietly cut normal memory supply. DRAM prices are up 500 to 700%. The damage is now showing up in iPhone and Mac prices. The makers say it's innocent: AI buyers showed up with huge money for HBM. But here's the bigger question. Memory stocks are priced for endless AI demand. If a court rules the scarcity was manufactured, how much of that demand was ever real?

CryptoGoos

32,615 次观看 • 2 个月前

MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.

MICRON $MU CEO SAYS THE COMPANY CAN ONLY SUPPLY 50-65% OF WHAT CUSTOMERS NEED RIGHT NOW This isn’t just Micron, Samsung, or SK Hynix. It’s a full-stack constraint that benefits the broader memory and storage ecosystem, including NAND from $SNDK and $WDC, capacity-driven disks from $STX, and system-level storage platforms and arrays from $P. AI demand for DRAM is outpacing supply by an “unprecedented” gap. New fabs take years, and the shortage is expected to persist beyond 2026.

Sam Badawi

386,135 次观看 • 4 个月前

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

Shay Boloor

184,455 次观看 • 1 个月前

🚨 THIS IS NOT NORMAL 🇺🇸 OVER $400,000,000,000.00 HAS BEEN WIPED OUT FROM THE U.S. STOCK MARKET IN JUST 5 MINUTES! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX ARE DOWN 10–15% AND CONTINUE TO FALL. LOOKS LIKE THE AI BUBBLE IS OFFICIALLY STARTING TO BURST...

🚨 THIS IS NOT NORMAL 🇺🇸 OVER $400,000,000,000.00 HAS BEEN WIPED OUT FROM THE U.S. STOCK MARKET IN JUST 5 MINUTES! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX ARE DOWN 10–15% AND CONTINUE TO FALL. LOOKS LIKE THE AI BUBBLE IS OFFICIALLY STARTING TO BURST...

0xNobler

59,986 次观看 • 1 个月前

🇰🇷 SAMSUNG LOSES MEMORY CHIP CROWN - CAN IT CATCH THE AI WAVE? For decades, Samsung sat on the silicon throne. Now SK Hynix - once the scrappy underdog - has edged past it in memory chips, the very hardware fueling the AI boom. The timing stings: AI demand is exploding, and the lead is slipping away. Samsung still has scale, cash, and R&D muscle - but in this race, every quarter counts. Fall too far behind now, and the world’s biggest chipmaker could find itself buying tickets to the future instead of building it. Source: Bloomberg, Bloomberg

🇰🇷 SAMSUNG LOSES MEMORY CHIP CROWN - CAN IT CATCH THE AI WAVE? For decades, Samsung sat on the silicon throne. Now SK Hynix - once the scrappy underdog - has edged past it in memory chips, the very hardware fueling the AI boom. The timing stings: AI demand is exploding, and the lead is slipping away. Samsung still has scale, cash, and R&D muscle - but in this race, every quarter counts. Fall too far behind now, and the world’s biggest chipmaker could find itself buying tickets to the future instead of building it. Source: Bloomberg, Bloomberg

Mario Nawfal

100,471 次观看 • 1 年前

🚨 BREAKING: ABSOLUTE BLOODBATH!! 🇰🇷 OVER ₩300,000,000,000,000.00 HAS BEEN WIPED OUT FROM THE KOREAN STOCK MARKET RIGHT AFTER THE OPEN! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX DUMPED 10-15% AMID EARLY SIGNS OF AI BUBBLE COLLAPSE. THIS IS NOT LOOKING GOOD FOR THE MARKETS...

🚨 BREAKING: ABSOLUTE BLOODBATH!! 🇰🇷 OVER ₩300,000,000,000,000.00 HAS BEEN WIPED OUT FROM THE KOREAN STOCK MARKET RIGHT AFTER THE OPEN! MEMORY CHIP MAKERS SAMSUNG AND SK HYNIX DUMPED 10-15% AMID EARLY SIGNS OF AI BUBBLE COLLAPSE. THIS IS NOT LOOKING GOOD FOR THE MARKETS...

0xNobler

290,156 次观看 • 1 个月前

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

The AI boom just hit a wall nobody saw coming. And it's not software. It's not regulation. It's not even energy... It's memory chips. Right now, Dell is raising PC prices by 30%. Intel can't ship chips. Nvidia is slashing GPU production by 40%. And almost nobody understands why. Here's the "hidden" crisis the AI industry is trying to hide: AI data centers are hoarding memory. Not GPUs. Not processors. MEMORY. Every AI server needs massive amounts of high-bandwidth memory (HBM) to run those models everyone's hyping. One problem: There are only 3 companies in the world that can make it. Samsung. SK Hynix. Micron. That's it. And all 3 just diverted their entire production capacity away from normal RAM to feed AI data centers. The math that breaks everything: 1 gigabyte of HBM takes 4X the manufacturing capacity of regular DRAM. AI will consume 20% of global DRAM production in 2026. But the thing is, consumer demand for RAM didn't disappear. PCs still need memory. Phones still need memory. Cars still need memory. But there's no capacity left to make it. The price explosion: RAM prices are up 246% in the last 6 months. DDR5 contract prices jumped 100% month-over-month in some cases. Dell's CFO said he's "never witnessed costs escalating at this pace." SK Hynix and Micron? Sold out through all of 2026. Micron straight up EXITED the consumer memory market entirely to focus on AI customers. If you're not building an AI data center, you're not getting memory chips. AI data centers pay 3-5X margins compared to consumer products. So memory manufacturers are rationally choosing: Serve Microsoft and Google's AI buildout, or serve Dell's laptop business? Easy choice. Every wafer allocated to an Nvidia H100 GPU is a wafer DENIED to your next laptop. It's a zero-sum game. And consumers are losing. The dangerous cascade effect: Nvidia is cutting RTX 50-series GPU production by 30-40% because they can't get GDDR7 memory. Dell, Lenovo, HP are all raising PC prices 15-30% in early 2026. Xiaomi and other smartphone makers are cutting shipment targets. Even Intel's crash last week? Partially driven by memory shortages limiting chip production. This is a PERMANENT reallocation of the world's silicon capacity. Not a temporary supply hiccup. For decades, consumer electronics (phones, PCs, laptops) drove memory production. Now? AI data centers are the priority customer. And that priority shift is reshaping the entire tech economy. The timeline Is worse than you think: Industry analysts project shortages lasting through 2027, maybe 2028. Why? Because building new memory fabs takes 3-5 YEARS. Micron's new Idaho fab won't meaningfully impact supply until 2028. Samsung and SK Hynix are too busy ramping up HBM4 production to expand consumer DRAM. So we're stuck. AI companies need memory to scale. But producing that memory DESTROYS the supply chain for everything else. My question here: Everyone's betting on AI scaling infinitely. But what if the AI boom STALLS because there's not enough memory to support it? What if we're not in an "AI supercycle" but a "memory shortage that kills the AI buildout"? Intel crashed 17% because they can't manufacture enough chips. The root cause though? Memory shortages limiting what they can even produce. Nvidia is cutting GPU production by 40%. AMD is struggling to get GDDR6 for Radeon cards. This isn't just a consumer problem. It's an AI infrastructure problem. And if memory doesn't scale, AI doesn't scale. The AI industry sold you on infinite scaling. But they forgot to mention the part where there's only 3 companies making the memory chips that power everything. And all 3 just chose AI data centers over you. Even Nvidia can't make enough GPUs to meet demand. Not because of energy. Not because of regulation... But because the memory supply chain is BROKEN. And it won't be fixed until 2028.

Ricardo

594,643 次观看 • 7 个月前

DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory -Says the AI buildout money looks infinite right now, but "money is not infinite" Dan Niles

DAN NILES SAYS MONEY IS COMING OUT OF MICRON -SK Hynix trades 20-30% cheaper than $MU and got high bandwidth memory running first -Expects money to rotate out of $MU and $SNDK now that US investors finally have a third way to play memory -Says the AI buildout money looks infinite right now, but "money is not infinite" Dan Niles

WOLF

88,484 次观看 • 1 个月前

CHINA JUST HIT THE NUMBER THAT BREAKS THE MEMORY CARTEL. 🚨 Cheap Chinese chips are about to flood the global market. CXMT, China's biggest memory chip maker, can now make advanced memory chips with 80% of every batch coming out good. That number matters. Below 80%, you lose money on every chip. Above 80%, you make money on every chip. China just crossed that line. For years, three companies (Samsung, SK Hynix, and Micron) controlled the entire memory market. They pushed prices up 414% in three months. They handed out $400,000 bonuses. Goldman Sachs calls it "RAMageddon. They thought they had years before China could catch up. They were wrong. CXMT revenue is up 700% versus last year. They're scaling fast.

CHINA JUST HIT THE NUMBER THAT BREAKS THE MEMORY CARTEL. 🚨 Cheap Chinese chips are about to flood the global market. CXMT, China's biggest memory chip maker, can now make advanced memory chips with 80% of every batch coming out good. That number matters. Below 80%, you lose money on every chip. Above 80%, you make money on every chip. China just crossed that line. For years, three companies (Samsung, SK Hynix, and Micron) controlled the entire memory market. They pushed prices up 414% in three months. They handed out $400,000 bonuses. Goldman Sachs calls it "RAMageddon. They thought they had years before China could catch up. They were wrong. CXMT revenue is up 700% versus last year. They're scaling fast.

CryptoGoos

64,440 次观看 • 3 个月前

Gavin Baker, CIO of Atreides Management made one of the most important and nuanced calls on memory stocks in recent months (Save this). His argument is that based on every memory cycle of the last 25 years, the setup today, prices elevated, sentiment high, supply ramping is textbook time to sell but he adds a critical exception. The one cycle in modern memory history where selling was catastrophically wrong was the mid-1990s, which Baker calls the last true capacity cycle in memory. In that cycle, demand was structurally exploding as the internet era required entirely new computing infrastructure to be built from scratch, and memory had to scale with it in a way that had never happened before. His point is that AI may be that same kind of cycle and not a normal boom bust but a once in a generation capacity buildout where the underlying demand is structural, not cyclical. The reason this argument holds weight is the fundamental shift in what memory is in the AI era. Traditional DRAM was a pure commodity, identical specs, interchangeable suppliers, price determined entirely by supply and demand swings. HBM is the opposite because it is custom engineered to fit a specific customer's chip, co-designed between the memory maker and the GPU designer, with SK Hynix's Vice President literally describing it as shifting from a commodity to a customer-tailored custom business. A single Blackwell Ultra GPU now requires up to 288GB of HBM3E, a 3.6x increase over the H100 and major suppliers like SK Hynix and Micron have already sold out their entire HBM production capacity through the end of the year. Because HBM requires advanced packaging processes like CoWoS that can't be spun up overnight, the bottleneck isn't just wafer capacity but rather runs across the entire manufacturing stack. Bank of America projects the global HBM market grows 58% this year alone to $54.6 billion, and Nomura expects the broader memory sector to nearly double to $445 billion. Long Micron!

Gavin Baker, CIO of Atreides Management made one of the most important and nuanced calls on memory stocks in recent months (Save this). His argument is that based on every memory cycle of the last 25 years, the setup today, prices elevated, sentiment high, supply ramping is textbook time to sell but he adds a critical exception. The one cycle in modern memory history where selling was catastrophically wrong was the mid-1990s, which Baker calls the last true capacity cycle in memory. In that cycle, demand was structurally exploding as the internet era required entirely new computing infrastructure to be built from scratch, and memory had to scale with it in a way that had never happened before. His point is that AI may be that same kind of cycle and not a normal boom bust but a once in a generation capacity buildout where the underlying demand is structural, not cyclical. The reason this argument holds weight is the fundamental shift in what memory is in the AI era. Traditional DRAM was a pure commodity, identical specs, interchangeable suppliers, price determined entirely by supply and demand swings. HBM is the opposite because it is custom engineered to fit a specific customer's chip, co-designed between the memory maker and the GPU designer, with SK Hynix's Vice President literally describing it as shifting from a commodity to a customer-tailored custom business. A single Blackwell Ultra GPU now requires up to 288GB of HBM3E, a 3.6x increase over the H100 and major suppliers like SK Hynix and Micron have already sold out their entire HBM production capacity through the end of the year. Because HBM requires advanced packaging processes like CoWoS that can't be spun up overnight, the bottleneck isn't just wafer capacity but rather runs across the entire manufacturing stack. Bank of America projects the global HBM market grows 58% this year alone to $54.6 billion, and Nomura expects the broader memory sector to nearly double to $445 billion. Long Micron!

Milk Road AI

260,701 次观看 • 2 个月前

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

Elon Musk just described a project so large that most people will assume he is exaggerating (Save this). He is not. In the video, Musk lays out the central problem facing every AI company on earth, the entire global chip industry is on a path to produce roughly 100 gigawatts of AI compute per year. That sounds like a lot until you understand that his companies alone Tesla, SpaceX, and xAI will need orders of magnitude more than that. His answer is the TerraFab. It is a joint chip factory spanning 100 million square feet, ten times the size of Tesla's Gigafactory Texas announced in March 2026, with Grimes County, Texas commissioners approving the full scale facility site just last week. The goal is one full terawatt of AI compute output per year. For context, 1 terawatt is 1,000 gigawatts twice the current total electricity consumption of the United States. SpaceX has already committed an initial $55 billion to the prototype phase, with total investment estimates ranging into the trillions. Here is why this matters for Micron specifically. In the video, Musk named Nvidia's Rubin chips as the reference design for TerraFab's first orbital deployments, and said "You're going to need a lot of memory to go with that." A billion full radical equivalent chips per year, each requiring stacks of high bandwidth memory, that is the demand signal Micron just received from one of the most capital-intensive projects in human history. And Micron already cannot keep up with what exists today. Micron's entire 2026 HBM output is fully sold out contracted before the year began. HBM4 entered volume production ahead of schedule and sold out immediately. The structural reason Micron wins here is simple. Every AI chip ever built Nvidia H100s, Rubin chips, custom ASICs, TPUs is useless without high-bandwidth memory stacked directly on top of it. There are only three companies in the world that supply HBM at scale, Samsung, SK Hynix, and Micron. Samsung has had quality issues, SK Hynix is supply constrained. Micron is the only US headquartered HBM manufacturer which matters enormously given CHIPS Act subsidies, domestic procurement requirements, and the political push to keep critical AI memory production on American soil. TerraFab just made the memory deficit permanently larger. Come join Milk Road Pro for our full breakdown of Micron and our entire AI thesis just for $1. Link below!

Milk Road AI

248,089 次观看 • 2 个月前

Samsung and Micron INVENTED the memory shortage. Samsung has already pleaded guilty to running this exact scheme once before. Every phone, laptop, console and car got more expensive over the last 18 months because of one component. You were told AI ate the supply. But a lawsuit filed in California reveals the AI story is just the cover: In 2002 a federal grand jury opened an investigation into the price of computer memory, and it found a cartel. Samsung pleaded guilty and paid $300 million, at the time the second largest criminal antitrust fine in American history. Hynix paid $185 million. Infineon paid $160 million. Elpida paid $84 million. More than a dozen executives went to federal prison. Micron paid nothing because it walked into the Justice Department first and informed on everyone else. Then the grand jury subpoenaed Micron for documents showing competitor pricing. A regional sales manager named Alfred Censullo altered them and concealed them. He pleaded guilty to obstruction of justice. That is the industry. Now here is the new accusation: 17 plaintiffs sued on June 25 in the Northern District of California. 14 of them are ordinary consumers. 3 are small computer repair shops. They say Samsung, SK Hynix and Micron, who together control roughly 90% of the world's memory, cut production in 2022 and never restarted it, then used the pivot toward AI memory as cover to strangle the ordinary chips everything else runs on. They put the price increase at 697%. And one chip in particular makes that number very hard to explain: DDR4 is 12 year old technology. AI accelerators do not use it. Nobody is building new factories for it. Its price is supposed to fall forever. But in April a mainstream DDR4 chip traded near $16. By late July it hit $42.08. A 64GB memory kit that cost $191 last August now runs $1,118. In December, Micron shut down Crucial, the memory brand it had sold to ordinary people for 29 years, at the most profitable moment that brand ever had. The company said it was leaving to serve its larger customers better. That same quarter, Micron booked $21.75 billion in revenue. SK Hynix booked $27.98 billion. Industry revenue jumped 81% in ninety days. They walked away from the retail market at the exact moment retail became the most lucrative it had ever been. Then the bill reached the company everyone had been blaming: Bloomberg reported on Friday that Nvidia's biggest customers were told prices on its AI systems will rise more than 15% starting early next year. The reason given was memory costs. Nvidia spent three years as the company that ate the world's memory and it just became the company being charged for it. Apple raised prices on Macs and iPads. Microsoft raised Xbox prices. Valve promised a machine under $1,000 and shipped it at $1,049. Wanting higher margins is not a crime in itself. But three companies looking at the same market and reaching the same answer is not a conspiracy, and judges have confirmed it. An almost identical lawsuit over the 2016 price spike was thrown out, and the appeals court agreed. Micron denies all of it and says it will fight. Proving a cartel takes a grand jury, a whistleblower, or someone careless enough to leak it. The last time, it took years. The three companies that make the memory inside everything you own have done this before, paid the fine, kept the factories, and are now the most profitable they have ever been. They're literally doing it again, and it's even harder to stop them.

Ricardo

50,881 次观看 • 8 天前

Micron is one of the most UNDERVALUED stocks in the entire AI trade right now and everyone should be buying at these prices. (Save this). Jensen laid out the situation in one sentence, the supply chain is lined up, the HBM is lined up with the Grace Blackwell GPUs, the only problem is that demand is much greater than the overall capacity of the world. And Michael Dell said it before Jensen even finished that memory is the single biggest supply constraint in the entire AI buildout right now. Every HBM chip that Micron, SK Hynix, and Samsung produce consumes three times the silicon wafer area of standard DRAM. Nvidia's Rubin GPU requires 288GB of HBM per chip, a 260% increase over the H100 in just two generations. Every major hyperscaler has locked up contracts through 2026, and Micron has said publicly it can only fulfill about two-thirds of medium-term demand for some customers. And it's HBM production is sold out entirely for 2026 and HBM4 is also already sold out. The numbers tell the story, DDR4 spot prices surged roughly 15x in eight months. DRAM contract prices rose 90-95% in a single quarter, TrendForce called it "essentially unprecedented" in the history of the memory market. Micron has rallied roughly 68% year to date in 2026, and yet it still trades at a P/E of 37.6x against an industry average of 75.3x. The shortage does not resolve until new fabs come online, Micron's new factories are not producing until 2027 and 2028 at the earliest, and the memory shortage is forecast to run until at least 2027. Milk Road Pro has been covering the HBM memory trade as a core AI infrastructure thesis before it became a consensus Wall Street call and our Pro members are already up massively in $MU. Come join us at the link in bio/below to see our full portfolio and the names we're watching before the rest of the market catches on.

Micron is one of the most UNDERVALUED stocks in the entire AI trade right now and everyone should be buying at these prices. (Save this). Jensen laid out the situation in one sentence, the supply chain is lined up, the HBM is lined up with the Grace Blackwell GPUs, the only problem is that demand is much greater than the overall capacity of the world. And Michael Dell said it before Jensen even finished that memory is the single biggest supply constraint in the entire AI buildout right now. Every HBM chip that Micron, SK Hynix, and Samsung produce consumes three times the silicon wafer area of standard DRAM. Nvidia's Rubin GPU requires 288GB of HBM per chip, a 260% increase over the H100 in just two generations. Every major hyperscaler has locked up contracts through 2026, and Micron has said publicly it can only fulfill about two-thirds of medium-term demand for some customers. And it's HBM production is sold out entirely for 2026 and HBM4 is also already sold out. The numbers tell the story, DDR4 spot prices surged roughly 15x in eight months. DRAM contract prices rose 90-95% in a single quarter, TrendForce called it "essentially unprecedented" in the history of the memory market. Micron has rallied roughly 68% year to date in 2026, and yet it still trades at a P/E of 37.6x against an industry average of 75.3x. The shortage does not resolve until new fabs come online, Micron's new factories are not producing until 2027 and 2028 at the earliest, and the memory shortage is forecast to run until at least 2027. Milk Road Pro has been covering the HBM memory trade as a core AI infrastructure thesis before it became a consensus Wall Street call and our Pro members are already up massively in $MU. Come join us at the link in bio/below to see our full portfolio and the names we're watching before the rest of the market catches on.

Milk Road AI

146,867 次观看 • 3 个月前

Tom Lee just went on CNBC and said buy every dip in Korea, SK Hynix, and Samsung and here is why he is right (Save this). SK Hynix controls approximately 60% of the global HBM market and reported an operating margin of 72% in Q1 2026 and its entire HBM supply through 2026 is fully contracted. The selloff is technical driven by Korean retail leveraged ETF mechanics not a deterioration in the underlying business. The ADR listing is the structural event that changes the stock's trajectory. SK Hynix listed on Nasdaq under ticker SKHY on July 10, raising $29.65 billion, the largest foreign ADR offering in history, surpassing Alibaba's 2014 debut. Until this listing, most American institutional capital was categorically unable to own SK Hynix. Pension funds, index funds, and insurance companies operating under US listed only mandates had no direct path to the dominant AI memory company in the world and that changes overnight. SK Hynix trades at 6.2x forward P/E versus Micron's 7x, despite holding the superior position in HBM and that discount closes as passive inflows materialize. The core argument across all of it, unless memory and semiconductors are no longer central to AI and there is no replacement in sight there is no reason to be worried about Korea, SK Hynix, or Samsung. Every dip is buyable and Milk Road Pro members are up massively on these trades, come join Milk Road Pro for just a dollar using the link below to get our full trades.

Tom Lee just went on CNBC and said buy every dip in Korea, SK Hynix, and Samsung and here is why he is right (Save this). SK Hynix controls approximately 60% of the global HBM market and reported an operating margin of 72% in Q1 2026 and its entire HBM supply through 2026 is fully contracted. The selloff is technical driven by Korean retail leveraged ETF mechanics not a deterioration in the underlying business. The ADR listing is the structural event that changes the stock's trajectory. SK Hynix listed on Nasdaq under ticker SKHY on July 10, raising $29.65 billion, the largest foreign ADR offering in history, surpassing Alibaba's 2014 debut. Until this listing, most American institutional capital was categorically unable to own SK Hynix. Pension funds, index funds, and insurance companies operating under US listed only mandates had no direct path to the dominant AI memory company in the world and that changes overnight. SK Hynix trades at 6.2x forward P/E versus Micron's 7x, despite holding the superior position in HBM and that discount closes as passive inflows materialize. The core argument across all of it, unless memory and semiconductors are no longer central to AI and there is no replacement in sight there is no reason to be worried about Korea, SK Hynix, or Samsung. Every dip is buyable and Milk Road Pro members are up massively on these trades, come join Milk Road Pro for just a dollar using the link below to get our full trades.

Milk Road AI

72,869 次观看 • 1 个月前

$MU $00060 $00530 $TSM Evolution of the AI Memory Hierarchy: HBM, DRAM, & SRAM Overview and Market Analysis The video outlines the strategic shift of modern computing toward a memory-centric architecture driven by the demands of generative AI. It explains that the industry is moving away from a traditional commodity model to a tightly coupled hierarchy of specialized technologies, where High Bandwidth Memory (HBM) and advanced packaging act as primary bottlenecks for performance. Leading manufacturers like SK hynix, Samsung, and Micron are navigating complex transitions to HBM4 and CXL-based expansion to overcome data movement constraints. Beyond the memory producers, the ecosystem relies on integration enablers like TSMC for packaging and specialized equipment providers for high-precision manufacturing. Ultimately, the analysis suggests that memory intensity and power efficiency have become the decisive factors in the success of gigawatt-scale data centers.

$MU $00060 $00530 $TSM Evolution of the AI Memory Hierarchy: HBM, DRAM, & SRAM Overview and Market Analysis The video outlines the strategic shift of modern computing toward a memory-centric architecture driven by the demands of generative AI. It explains that the industry is moving away from a traditional commodity model to a tightly coupled hierarchy of specialized technologies, where High Bandwidth Memory (HBM) and advanced packaging act as primary bottlenecks for performance. Leading manufacturers like SK hynix, Samsung, and Micron are navigating complex transitions to HBM4 and CXL-based expansion to overcome data movement constraints. Beyond the memory producers, the ecosystem relies on integration enablers like TSMC for packaging and specialized equipment providers for high-precision manufacturing. Ultimately, the analysis suggests that memory intensity and power efficiency have become the decisive factors in the success of gigawatt-scale data centers.

TheValueist

23,901 次观看 • 8 个月前

Micron is going to $4,000 and here is why (Save this). For 25 years, DRAM prices did one thing, they went down. Memory makers overbuilt, supply overwhelmed demand, buyers had all the negotiating leverage and that commodity trap crushed memory stocks every single cycle. What you are watching right now is a complete structural break from that 25 year trend. DRAM contract prices are up 700% year over year and the reason is AI and it is not going away. HBM3 was 12 layers, HBM4 in production and shipping now to Nvidia's latest GPUs is 16 layers. Each generation consumes significantly more wafer to produce than the last, meaning supply structurally tightens as the technology advances. Memory was 8% of hyperscaler capex in 2023 but is 35% in 2026 and is projected to hit 48% in 2027. Nearly half of everything Microsoft, Amazon, Google, and Meta spend on infrastructure will go to memory by next year. Going from the GB300 to the Vera Rubin 200 generation, GPU cost went up 57% while memory cost went up 435%. There are three companies on earth that can make DRAM at scale, Samsung, SK Hynix, and Micron. Both Samsung and SK Hynix are converting capacity to HBM which means conventional DRAM supply tightens further for everything else, and Micron captures pricing on both sides. Micron guided to $33.5 billion for Q3 and they reported $41.46 billion, a $7.96 billion beat, the largest earnings beat in the company's history. Gross margins came in at 85% above the 81% they guided. For Q4, they are now guiding to $50 billion in revenue with ~86% gross margins and $31 EPS. At $112 EPS in FY2027, the pre-earnings consensus and a 35x multiple, that is a $3,920 stock but with Q4 guiding to $31 EPS alone in a single quarter, FY2027 estimates will be revised meaningfully higher. Deutsche Bank says the supply-demand gap worsens through all of 2027 and into 2028. The market still thinks this is a cyclical bounce but this is far from it. This is the first chapters of a multi year repricing of the most critical component in the AI economy and Micron is at the center of it. Follow me Melvin for more AI, semis, and the next big market themes.

Micron is going to $4,000 and here is why (Save this). For 25 years, DRAM prices did one thing, they went down. Memory makers overbuilt, supply overwhelmed demand, buyers had all the negotiating leverage and that commodity trap crushed memory stocks every single cycle. What you are watching right now is a complete structural break from that 25 year trend. DRAM contract prices are up 700% year over year and the reason is AI and it is not going away. HBM3 was 12 layers, HBM4 in production and shipping now to Nvidia's latest GPUs is 16 layers. Each generation consumes significantly more wafer to produce than the last, meaning supply structurally tightens as the technology advances. Memory was 8% of hyperscaler capex in 2023 but is 35% in 2026 and is projected to hit 48% in 2027. Nearly half of everything Microsoft, Amazon, Google, and Meta spend on infrastructure will go to memory by next year. Going from the GB300 to the Vera Rubin 200 generation, GPU cost went up 57% while memory cost went up 435%. There are three companies on earth that can make DRAM at scale, Samsung, SK Hynix, and Micron. Both Samsung and SK Hynix are converting capacity to HBM which means conventional DRAM supply tightens further for everything else, and Micron captures pricing on both sides. Micron guided to $33.5 billion for Q3 and they reported $41.46 billion, a $7.96 billion beat, the largest earnings beat in the company's history. Gross margins came in at 85% above the 81% they guided. For Q4, they are now guiding to $50 billion in revenue with ~86% gross margins and $31 EPS. At $112 EPS in FY2027, the pre-earnings consensus and a 35x multiple, that is a $3,920 stock but with Q4 guiding to $31 EPS alone in a single quarter, FY2027 estimates will be revised meaningfully higher. Deutsche Bank says the supply-demand gap worsens through all of 2027 and into 2028. The market still thinks this is a cyclical bounce but this is far from it. This is the first chapters of a multi year repricing of the most critical component in the AI economy and Micron is at the center of it. Follow me Melvin for more AI, semis, and the next big market themes.

Melvin

93,835 次观看 • 2 个月前

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

AI companies just BROKE the global supply chain for every piece of technology you own. And the fallout is way worse than anyone predicted... Sony is delaying the next PlayStation to 2028 or 2029. Nintendo is hiking the Switch 2 price mid-cycle. Apple warned investors that iPhone margins are getting crushed. Cisco just posted its worst share loss in 4 years. Oppo is cutting phone shipments by 20%. Lenovo, Dell, HP, Acer, and ASUS are all raising laptop prices 15-20%. Samsung is now reviewing memory contracts QUARTERLY instead of annually because prices change too fast to plan. And Elon Musk just told investors Tesla has to build its own chip factory from scratch because no supplier on the planet can keep up. His exact words: "We've got two choices: hit the chip wall or make a fab." All of this happened in the last 3 weeks. Same cause. Every single time. AI data centers are buying every memory chip on Earth. And there's nothing left for everyone else. Here's how we got here: 3 years ago, ChatGPT launched and the AI arms race began. Since then, Samsung, SK Hynix, and Micron, the only 3 companies that make memory chips, quietly made a decision that's now reshaping the ENTIRE global economy. They stopped prioritizing consumer memory. Every factory. Every production line. Every wafer. All redirected toward one customer: AI data centers Why? Money. AI memory chips sell for 3-5X the margin of regular RAM. When Google calls offering to buy your entire output at premium pricing, you don't say no. So the 3 companies that control 90% of the world's memory supply chose their highest-paying customers and left everyone else fighting over scraps. The numbers from this week are insane: OpenAI's Stargate project ALONE will consume 40% of the entire world's DRAM output. HBM demand is surging 70% year over year in 2026. HBM now takes 23% of total DRAM wafer production, up from 19% last year. Meanwhile, there's a 4% gap between global DRAM supply and demand. And that doesn't even account for depleted inventories across multiple industries. DRAM prices have surged over 170% since early 2025. DDR5 contract prices are still jumping double digits month over month. And the memory makers? They're printing money. Micron's revenue is expected to more than DOUBLE this fiscal year. SK Hynix sales doubled in 2024 and are on pace to double AGAIN. Samsung just reported quarterly profit nearly tripling. 3 companies. $650 billion in AI spending chasing their products. And they get to name their price. But the collateral damage is everywhere: Every industry that uses memory, which is every industry, is getting squeezed. Smartphone manufacturers are getting destroyed. For a mid-range phone, memory now represents up to 30% of the total build cost. Triple what it was in early 2025. Chinese phone makers like Xiaomi, Oppo, and Transsion are cutting shipment forecasts and raising prices because they literally cannot afford the memory to build their phones. Lenovo's CFO called the cost surge "unprecedented" and admitted they stockpiled 50% more inventory than normal just to survive the next few months. The PC market could shrink by up to 9% this year according to IDC. Not because people don't want computers. But because they can't afford the memory that goes inside them. And the gaming industry? Sony is seriously considering pushing the next PlayStation to 2028 or 2029. Their carefully planned console cycle is getting blown up because they can't secure memory at prices that make a new console viable. Nintendo is looking at raising the Switch 2 price. In the middle of a launch cycle. Something console makers almost never do. Nvidia is cutting RTX GPU production because they can't get enough GDDR7 memory. Even the car industry is getting hit... Analysts are warning about a repeat of the pandemic-era chip shortage that shut down auto factories worldwide. All because AI companies decided their chatbots needed the memory more than your car does. And this doesn't get better for YEARS. Building a new memory fab takes 3-5 years minimum. Micron's new factory in Idaho won't meaningfully increase supply until 2027 at the earliest. By then, AI demand will have grown even more. Memory makers are already selling their 2027 AND 2028 capacity to AI customers today. There is no supply relief coming. That's why Elon is planning to build Tesla's own "TeraFab," a massive semiconductor plant that makes logic chips, memory, AND packaging all under one roof. He said existing suppliers including TSMC, Samsung, and Micron simply cannot supply Tesla at the levels the company needs. Think about that. One of the richest men in the world, running one of the largest companies on Earth, can't buy enough memory chips. So he's building his own factory. If ELON can't get supply, what chance does everyone else have? The AI revolution has a tax. And YOU'RE paying it. Every dollar Big Tech spends on AI infrastructure drives up the cost of the memory inside your phone, your laptop, your car, your TV, and your gaming console. $650 billion in AI spending this year. 3 companies controlling 90% of the memory supply. And every wafer they allocate to an Nvidia GPU is a wafer denied to the device in your pocket. The AI boom isn't free. You're subsidizing it every time you buy a piece of technology. And the bill just went up like crazy.

Ricardo

567,905 次观看 • 6 个月前

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

Shay Boloor

130,407 次观看 • 1 个月前

$MU CEO Sanjay Mehrotra said Micron can only supply ~60% of what key customers are requesting as AI demand creates an unprecedented memory shortage. Every wafer shifted into HBM can cost ~3x the standard DRAM output and demand keeps rising because inference, agents, robotics and autonomous systems are all memory-bandwidth-bound. Memory fab capacity takes three to five years to build so the shortage Mehrotra is describing today could define the supply curve for the rest of the decade.

$MU CEO Sanjay Mehrotra said Micron can only supply ~60% of what key customers are requesting as AI demand creates an unprecedented memory shortage. Every wafer shifted into HBM can cost ~3x the standard DRAM output and demand keeps rising because inference, agents, robotics and autonomous systems are all memory-bandwidth-bound. Memory fab capacity takes three to five years to build so the shortage Mehrotra is describing today could define the supply curve for the rest of the decade.

Shay Boloor

125,563 次观看 • 3 个月前

Kim Jung-ho, the pioneer of HBM, says SK hynix is clearly advantaged on HBM3 today but by HBM4 and HBM5 the performance delta versus Samsung is basically null, and growth will depend on which company's ecosystem grows more. "Looking at things as they stand, the two companies have different ecosystems. Samsung does DRAM, HBM, HBF, foundry and packaging, all of it, so it's a total-solution company, and you can see its growth and expansion potential as larger." "By comparison, SK hynix does HBM and DRAM, but foundry and packaging are done at TSMC, and GPU design at NVIDIA. That's the ecosystem it has. In AI semiconductors, it has a firmly established ecosystem." "In that respect, in HBM SK hynix is advantaged, while Samsung, moving beyond NVIDIA, can take Google, Meta, Apple and others as new partners. That is its advantage." "Today market size and stability are higher for SK hynix, but I see Samsung's expansion potential as greater." "Looking at HBM alone, through HBM3 SK hynix clearly holds the advantage. Part of that is being inside NVIDIA and TSMC's ecosystem. And it is also true that hynix's HBM performance is better." "But at HBM4 and HBM5, I think the performance difference will be almost none. Then the two companies' growth depends on which ecosystem grows more."

Kim Jung-ho, the pioneer of HBM, says SK hynix is clearly advantaged on HBM3 today but by HBM4 and HBM5 the performance delta versus Samsung is basically null, and growth will depend on which company's ecosystem grows more. "Looking at things as they stand, the two companies have different ecosystems. Samsung does DRAM, HBM, HBF, foundry and packaging, all of it, so it's a total-solution company, and you can see its growth and expansion potential as larger." "By comparison, SK hynix does HBM and DRAM, but foundry and packaging are done at TSMC, and GPU design at NVIDIA. That's the ecosystem it has. In AI semiconductors, it has a firmly established ecosystem." "In that respect, in HBM SK hynix is advantaged, while Samsung, moving beyond NVIDIA, can take Google, Meta, Apple and others as new partners. That is its advantage." "Today market size and stability are higher for SK hynix, but I see Samsung's expansion potential as greater." "Looking at HBM alone, through HBM3 SK hynix clearly holds the advantage. Part of that is being inside NVIDIA and TSMC's ecosystem. And it is also true that hynix's HBM performance is better." "But at HBM4 and HBM5, I think the performance difference will be almost none. Then the two companies' growth depends on which ecosystem grows more."

Fireside Alpha

42,654 次观看 • 1 个月前