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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SK13.79016.07% ( -2.640 )
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- A
Powerchip (PSMC) plans to raise prices 10% to 20% next year for mature node chip manufacturing as production lines fill up:
Utilization increased to 97% in the 3rd quarter (Q3) from 87% in Q2, media report, adding PSMC is already mulling a new fab with 20,000 to 40,000 wafers per month capacity in Taiwan, Singapore or Japan within 3-5 years.Q3 Financial Highlights:•Revenue: NT$21.34B, up+23.4% vs Q2•Net Profit: NT$6.5B up 98% vs Q2•Gross Margin: 47.55% vs 28.3% in Q2, a 17-qtr high•Operating Margin: 36.69% vs 21.3% in Q2•ASP: +24% QoQ overall across product lines•2026 CapEx: US$413M•DRAM accounted for 55% of Q3 sales, vs 46% in Q2•Legacy DRAM capacity tightening as Big 3 shift to higher end chips. PSMC may become the last pure play DRAM foundryQ4 revenue seen up by double-digit % vs Q3 on higher prices-Long term agreements (LTAs) now account for 80% of capacity for MOSFETs and IGBTs, while PMIC clients are requesting 3-year agreements. -3D AI Foundry: Silicon interposers to hit full capacity by end-2026-Wafer-on-Wafer (WoW) mass production seen 1H 2027$Micron Tech(MU.US) $SK Hynix(SKHY.US) $SSNLF #semiconductorsSource: Dan Nystedt
- B
$XL2CSOPHYNIX(07709.HK)$XTALPI(02228.HK)Recently, a major takeaway for me has been: how significant is the fundamental picture in the face of liquidity? Before prices revert, can you distinguish whether it's a value issue or a liquidity issue?
- B
$XL2CSOPHYNIX(07709.HK) There must be a major liquidity issue in Korea. A market without leverage has no future, while one with excessive leverage becomes too crowded. As for the current situation in Korea? I can only remain silent and pray.
- N
Many were predicting Black Monday yesterday which ultimately did not occur. This proved that while statistics could be used to gauge and predict the future, it is never accurate. Times are changing and the stock market is increasingly unpredictable with shorter but steeper bursts and dips.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
- N
Wall Street's bounce reflects technical relief after an oversold chip wash, but Asia’s skepticism is justified given ongoing yield friction and macro uncertainty. Rebuilding high-conviction exposure in core hardware remains favored, yet tactical patience is required until broader regional liquidity stabilizes.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
- K
The fear of AI slowing monetary realisation is contagious and spreading rapidly throughout the global markets. The tech sell-off that we had experienced last week was just an early indication we should take note of. At this junction, the ongoing wars, high inflationary pressure, elevated oil price, Fed further rate hikes, higher financing costs, and upcoming US midterm elections, all summed up and induced uncertainty and volatility in the market. So be cautiously optimistic investing for coming months.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
- J
The ratio for AI CAPEX to Monetary Return is approximately 16 : 1 . So the chip rout that we had experienced last week is just an early sign. The following week earnings release must be in really good number in order to convince and calm down the market’s sentiments.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
- V
the so called black monday didnt really happen. US market rebounded after last friday sell off. so it is temporary excuse for people to offload. however last night action was kinda open high close low, thus market is very shaky or maybe cautious in other words.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
- D
The US markets rebounded last night but it needs to hold the lows and follow up for this to be a sustainable rally or even a bottom before new highs.
Featured☕️ [Task Coins Giveaway] Daily Market Talk — Chips Snap Their Streak, Asia Doesn't FollowThe chip rout that defined last week ended on Monday, and Asia is not buying it. At home, the STI is slipping. Let's dig in 👇💬 Wall Street says the selloff is over, Asia says it isn't. Which side are ...
