Daniel Koss
@daniel_koss
AI infrastructure investor & trader. 2026 YTD: +248%.
加入 March 2013
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Has Elon started spreading Memory FUD because he's not happy with the memory tax he has to pay? 🤔
Sounds like it.
$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks.
Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others.
They also expect HBM prices up 80% to 100% in the Q1 2027.
Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.
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