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in postLONG
“production capacity was prioritized for high value added products such as HBM, server DRAM, and eSSD, which caused a supply shortage in consumer memory”
@jukan05
DRAM/NAND ASPs surging 49-89% QoQ as AI capacity reallocation squeezes consumer memory supply, inflecting Micron's margins into earnings
MULONG@ $1,162.34
$815.81-29.81%
since call Jun 23
“Universal Flash Storage (UFS) prices expanded by as much as 100%”
@jukan05
NAND prices up 50-107% QoQ as AI cluster storage demand creates eSSD shortages spilling into mobile/PC markets, directly expanding SanDisk's flash margins
SNDKLONG@ $2,173.57
$1,234.01-43.23%
since call Jun 23
in postLONG
“LPDDR memory is adopted in next generation server GPUs such as NVIDIA's AI computing platform Vera Rubin”
@jukan05
SK Hynix captures dual windfall: locked-in HBM contract pricing for NVIDIA Vera Rubin plus a structural DRAM supply squeeze driving consumer prices up 75-89% QoQ
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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