← JukanTrade on Hyperliquid →
in postLONG
“export value for MCP (HBM), which refers to multi chip packages, surged 51% from the previous month”
@jukan05
HBM shortage centered on SK Hynix drives record Korea memory exports and broker earnings upgrades
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“commodity DRAM unit prices have soared to roughly two to three times the level of a year earlier”
@jukan05
DRAM and NAND prices at multi-year highs on AI supercycle spillover, directly lifting Micron's earnings power above consensus
MULONG@ $1,168.61
$815.26-30.24%
since call Jun 22
TIMESTAMPS
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