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in postLONG
“An international memory cartel will form I think; only the government or demand destruction can break it.”
@labubu_trader · 3X Long Labubu
SK Hynix, as a top global DRAM/HBM maker, benefits from sustained cartel-like pricing as Chinese rivals expand production rather than cut prices.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“An international memory cartel will form I think; only the government or demand destruction can break it.”
@labubu_trader · 3X Long Labubu
Memory cartel pricing dynamics — CXMT/YMTC are capacity-constrained too — sustains elevated DRAM prices, boosting Micron margins.
MULONG@ $1,125.56
$813.69-27.71%
since call Jun 27
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