← SemiAnalysisTrade on Hyperliquid →
in postLONG
“DRAM pricing remains on track to double again this year driven by sustained supply-demand imbalance across these product categories.”
@semianalysis_
SK Hynix revenue poised to reach ~$56B by 4Q26E, riding the same DRAM shortage supercycle as the dominant HBM supplier for AI data centers.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“DRAM pricing remains on track to double again this year driven by sustained supply-demand imbalance across these product categories.”
@semianalysis_
DRAM pricing set to double again in 2026 on a once-in-four-decades shortage; Micron is the pure-play US beneficiary with the highest ASP trajectory among incumbents.
MULONG@ $1,098.98
$812.67-26.05%
since call Jun 23
TIMESTAMPS
in post
in post