HBM supply vs demand gab in Gigabits. What you must understand: -That -7% bit shortfall is really a -21% to -28% wafer shortfall for HBM4E. It eats 3x to 4x more wafers per bit due to TSV and very low stack yields. -The gap went from -1% to -7%. It's widening even as all 3 giants pour resources and wafer starts into HBM. That's a breakout. -2027 new supply is already sold out. The memory trio is ramping with discipline, and SK Hynix's chairman doesn't see balance returning even by 2030.

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$MU $SKHY $DRAM Holy Shit. According to Daishin Securities, some customers are asking for 10-year LTAs to Samsung. Also, Samsung's LTAs terms are extended by another year, every year so it always has 5 years of demand on the books. This is Huge! Source: Chosun (Major Outlet)

The bear take: Samsung gains HBM share, $MU $SKHY lose. Reaility: Samsung moves wafers to HBM while HBM bit demand grows 65%+ into 2027. This is substantially less wafers available for conventional $DRAM. DRAM is THJE money maker right now, not HBM.

$META Elevator up. Elevator down. About 24 hours. Chasing without a plan is how you ride it both ways. Elite gets the candles live. 2 spots left this week:

$DELL It doesn't TOP until PINK candle. Consolidated all summer, broke out, and it's riding the upper band. Momentum doesn't end on a feeling. It ends on a signal. 300+ charts daily. Try it free:

$MU $SKHY Raspberry Pi CEO: even in a tight DRAM market, customers keep shifting to higher density SKUs. Edge AI is just getting started. Customers don't care how expensive they are, they just need more memory. Oh, yeah. That's AI.

$SKHY $MU $DRAM If you think the memory trio is sitting back, chilling, and relaxing with the huge cash they are about to make, you are dead wrong. SK hynix is about to go through a big transformation at the top. Chairman Chey Tae-won is personally interviewing ~250 executives, one on one. The first round this large in 14 years, since SK acquired hynix in 2012. Last time he did this, it set the strategic tasks that built today's HBM leader. Now the goal is to find the next leap. And it doesn't stop there: -3 of SK Group's 4 manager vice chairmen are moving to SK hynix. Industry calls it "highly unusual," a symbol of where the group's focus now sits. -Their mandate: U.S. vs China chip supremacy, Washington's investment demands, and big tech partnerships. -New Global Growth TF: not just securing HBM supply, but expanding from memory into the entire AI infrastructure stack. Memory Industry Transformation in Full Throttle.

$MU $SKHY I genuinely feel bad for the buyers who turned down LTAs. The shortage will get WORSE in 2027. $DRAM + HBM gap grows from roughly 85bn Gb in 2026 to roughly 100bn Gb in 2027. Anyone who skipped LTAs will likely be buying left overs at a premium next year.