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“Real programs give Samsung the opportunity to improve yields, fill new production lines, and persuade more customers to qualify the technology. If it works, Samsung could begin taking a clearer positi”
@JP Insights
Broadcom just signed a $200 billion deal with Samsung to secure AI chips, giving Samsung the massive volume it needs to prove its all-in-one manufacturing.
SSNLFLONG@ $66.23
$63.76-3.74%
since call Jul 25
in articleLONG
“They are binding take-or-pay agreements under which customers commit to purchasing specified volumes. Several also include price floors and ceilings. I think that is a bigger change than it may appear”
@JP Insights
Customers are so terrified of running out of AI memory they just locked in 16 binding contracts with Micron through 2030 to guarantee their supply.
MULONG@ $932.41
$813.69-12.73%
since call Jul 25
TIMESTAMPS
in article
in article