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NewUser_2vFFCRate Of ReturnNov 7, 2026 at 02:12 PM
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E Equity research
J.P. Morgan: server compute memory revenue mix comparison across major memory makers
$Sandisk(SNDK.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) $DRAM $EWY
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Equity researchNov 7, 2026 at 02:05 PM
J.P. Morgan: server compute memory revenue mix comparison across major memory makers
$Sandisk(SNDK.US) $Micron Tech(MU.US) $SK Hynix(SKHY.US) $DRAM $EWY
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StockMarket.NewsNov 6, 2026 at 01:58 AM
South Korea's KOSPI just plunged 8.5% and trading was halted
A first-level circuit breaker froze the market for 20 minutes from just after 9 a.m. Seoul time after the index fell 459 points to 4,925
New orders stopped. Only cancellations went through
Wall Street's AI rout overnight lit the fuse. Nasdaq -5.5% and S&P -4.4% as blue wave fears hit data center buildouts
Samsung Electronics -10% and SK Hynix -11.7% led the drop. Memory and chips are the core of the KOSPI
US traders see it in $EWY. When Asia's open needs a circuit breaker to catch a Wall Street session, the AI selloff is no longer a one-market story
Source: StockMarket.News
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Equity researchNov 5, 2026 at 05:05 PM
Jeongdong Choe, Senior Vice President of the Semiconductor Division at TechInsights, expects the memory boom to last for 3-4 more years.
> Supply currently meets only about 85% of demand.
> DRAM supply is short by approximately 10–12%, with NAND facing a similar deficit.
> SVP Choe anticipates that supply levels will rise to 90–95% of demand by next year. Given that a balanced market typically requires supply to exceed demand by 2–3%, a seller's market is likely to persist.
> A potential supply-driven downturn might re-emerge in 5–6 years, but that remains a long-term risk not currently weighing on short-term outlooks.
> Supply at 100% of demand is still technically tight; true equilibrium requires supply at 102–103%.
> In the second half of next year, as HBM4 adoption ramps, Samsung's market share could rise to 25–30%.
> In DRAM, the process gap between Korean and US producers has largely closed.
$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US) $Sandisk(SNDK.US)
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Equity researchOct 31, 2026 at 12:25 AM
Citi: Memory
"Overall, we believe the market is underestimating how constrained DRAM/HBM supply is likely to remain as AI-driven demand from hyperscalers continues to accelerate, while memory makers face diminishing benefits from process shrinks and must rely on long-cycle greenfield capacity additions. As a result, HBM and advanced memory supply could remain tight through 2027 and 2028."
"Supply is the underappreciated piece, in our view: Node transitions yield less density (1-delta ~25% vs 1-gamma and prior nodes 30-40%). HBM's trade ratio eats wafer capacity, and DRAM bit growth is only in the low 20s. Real supply relief needs greenfield fabs, which takes a long time and cleanroom space is the constraint. Micron's construction spend as a % of capex is approaching 50%."
$Micron Tech(MU.US) $DRAM $EWY
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Equity researchOct 28, 2026 at 03:05 PM
Goldman Sachs on HBM pricing:
"TrendForce expects blended HBM ASP to increase 122% YoY to $3.7/GB in 2027, driving HBM industry revenue growth of more than 230% YoY to exceed $200 billion. TrendForce said that pricing may vary materially by supplier and customer, with a wide variance where the high-end of the pricing for HBM4 could reach over $5/GB while the low-end closer to $3/GB for next year."
"TrendForce believes 8-hi HBM4 could command 5–10% premium over 12-hi on a per-bit basis due to higher base-die cost per memory unit, while pricing for HBM4E next year could be materially higher than HBM4 pricing. We believe TrendForce's view to be consistent with our expectations, as we currently estimate HBM ASP for next year to rise 100-160% YoY for the major suppliers."
$Micron Tech(MU.US) $DRAM $EWY
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Equity researchOct 22, 2026 at 07:15 PM
Expert Takeaways: Memory
> S/D gap of at least 20% in second half of 2026.
> Big vendors have just begun forecasting since demand for 2027 has not settled yet.
> S/D gap for 2027 is possibly around 10%. A pessimistic take believing in balance by end of next year.
$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US)
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Equity researchOct 16, 2026 at 12:15 AM
CEO of Phison disagrees with the CXMT memory scare and calls it a "ghost story from the market."
He states next year "there will be a shortage of everything except orders." He is more worried about the shortage of materials causing them to be unable to deliver on time than about the visibility of orders.
$Micron Tech(MU.US) $DRAM $EWY
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Equity researchOct 13, 2026 at 09:15 PM
BofA on CXMT's 4F2 architecture:
Restricted from importing ASML’s EUV lithography tools due to US sanctions, CXMT is likely advancing toward 4F2 architecture faster than the "Big 3" DRAM manufacturers.
While the top three producers have already shifted to EUV-based 6F2 designs at low- to mid-10nm nodes and have researched 4F2 for over a decade, they have avoided mass production.
This hesitation stems from poor manufacturing yields, steep costs, and technical challenges—such as extreme heat and structural fragility when cramming billions of transistors and capacitors into a compact die.
$Micron Tech(MU.US) $DRAM $EWY
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Equity researchOct 11, 2026 at 10:05 PM
Chey Tae-won, chairperson of SK Group, wants to speed up chip plant expansion to avoid losing memory market share in Korea.
He said, "If Chinese companies or U.S. Micron expand faster, Korea's market share will shrink," adding, "There is huge demand, but if we can't expand plants, that's the problem."
He went on to explain that "CXMT and YMTC are continuing to advance at a terrifying pace," suggesting that it would be difficult to stop the growth of Chinese corporations with U.S. semiconductor restrictions alone.
$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US)