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28 pages

DRAM

Korea's October Chip Exports: A $53 Billion Forecast and a Rebound Test

Part of the DRAM Shortage Is Inventory. The Day CPUs Arrive, Buyers Stop Buying.

Samsung and SK Hynix Locked In 2027–28 Volume. Their Long-Term Contracts Do Not Lock In Profit.

Microsoft Spent $5 Billion Less Than It Planned and Grew Azure Faster. The Next Capex Wave Runs Through CPUs and Memory.

SK Hynix's 80% Margin Answers 2027. Its Contract Price Band Will Answer 2029.

The Rebound Case (S1): The Business Went Up, the Stocks Went Down, and the Forced Sellers Are Mostly Done

CXMT 4F²: Bypassing EUV Does Not Remove Yield and Good-Die Cost Challenges

Samsung Electronics' October 13 Selloff: Memory Competition, a Demand Gap, and What a Rebound Must Confirm

NVIDIA's Earnings Changed the Question: Watch Memory Bottlenecks and Supplier Financing, Not Just Peak AI Capex

Memory No Longer Needs Prices to Rise Further: Anatomy of the August 3 Plunge and the Contract Price Deceleration