the memory cow(@memorycowmoo):gMOO🐮 Now that the earnings calls from the big three - Micron, SK Hynix, and Samsung, were all finished, it's abundantly clear - MEMORY SUPERCYCLE a 700% price increase on memory over 2 years is not some cyclical phenomenon. Just like ASML is the only company on this planet that can produce photolithography machines, the big three are the only ones that can reliably produce HBM, something that every tech company can't have enough of for years to come. The difference? The PE of the memory chip makers is order of magnitudes smaller🔥 Yes, WAGMI, as the strongest onchain proxy to memory supercycle. And yes, moo that

2026.10.29 12:25

gMOO🐮 Now that the earnings calls from the big three - Micron, SK Hynix, and Samsung, were all finished, it's abundantly clear - MEMORY SUPERCYCLE a 700% price increase on memory over 2 years is not some cyclical phenomenon. Just like ASML is the only company on this planet that can produce photolithography machines, the big three are the only ones that can reliably produce HBM, something that every tech company can't have enough of for years to come. The difference? The PE of the memory chip makers is order of magnitudes smaller🔥 Yes, WAGMI, as the strongest onchain proxy to memory supercycle. And yes, moo that

Semiconductor Insider@SemiconductorsX

2026.10.29 07:21

The big three memory makers are printing money from the AI boom. Micron, SK hynix and Samsung DS all saw sharp operating margin gains from late 2025 to 3Q26. Latest figures show Micron and SK hynix near 80%+, with Samsung DS at a strong 72.4% after a solid recovery. (Note: Micron’s fiscal quarters differ.) $MU $SKHY High demand for HBM and server memory is driving prices and profits higher than many expected. Memory is the quiet winner in the AI race right now. #Samsung# #Micron# #SKhynix#