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Memory Engineer & Data Scientist, Founder of Blue Pink Candles

20 Oct, 18:05Latest

Chinese demand for export-compliant inference compute exceeds planned supply, favoring Nvidia, TSMC, Micron and SK hynix. Reuters reports that ByteDance, Alibaba and Tencent ordered over 3 million Nvidia RTX PRO 5500 cards worth more than $35 billion; total Chinese orders exceed 6 million against an indicated global 2027 production limit of 3 million. One Reuters source says Nvidia warned partners they might receive only 5-10% of requested quantities. Nvidia and TSMC are practically sold out. x.com x.com

NVDA

TSM

000660.KS

17 Oct, 06:08

AI infrastructure suppliers stand to benefit from a sharply higher spending outlook among the top nine US and Chinese hyperscalers. Their combined capex is forecast at $957B in 2026 and $1.53T in 2027, with 2027 growth revised up from 50% to 60%. The named suppliers are Nvidia, TSMC, Micron, SK hynix and Lumentum. x.com

NVDA

LITE

TSM

000660.KS

Dow Jones

30 Oct, 15:02

Real-Time Financial News Wire

"We do not expect a sustained recovery until memory availability improves and pricing begins to normalize," said Intel CFO Dave Zinsner, in an earnings call. "We are not optimistic about next year in terms of memory." tradingview.com

AlvaMixedIntel expects no sustained PC recovery until memory availability improves and prices normalize, confirming tight supply and pricing pressure for memory suppliers while showing that weaker non-AI customers are already reducing demand.

The Transcript

30 Oct, 11:31

Weekly Earnings-Call Quotes Newsletter

Kioxia H1 FY27 Results (YoY, JPY): ... "Sales prices significantly increased, driving the majority of this quarter’s revenue growth" ... — SSD & Storage: +504.1% to 2.79T x.com

AlvaSupportsPrice increases driving most of Kioxia's quarterly revenue growth provide realized evidence of NAND pricing strength, supporting the earnings outlook for Micron and SK hynix.

The Transcript

30 Oct, 11:34

Weekly Earnings-Call Quotes Newsletter

Kioxia's entire CY2027 production capacity is already sold out x.com

AlvaSupportsFully committed 2027 capacity at Kioxia reinforces the industry supply tightness supporting Micron and SK hynix's NAND pricing.

Reuters

30 Oct, 11:05

Global News Agency

ChangXin Memory Technologies reported net profit attributable to shareholders of 54.4 billion yuan ($8.17 billion) for the three months ended September 30. ... Revenue for July-September reached 118.71 billion yuan ($16.7 billion), up 613.2% from a year earlier and 19.3% from the previous quarter, the company said. tradingview.com

AlvaMixedCXMT's 54.4 billion yuan quarterly profit and 19.3% sequential sales growth reinforce strong memory demand while increasing the financial resources of a competitor to Micron and SK hynix.

Dow Jones

30 Oct, 10:37

Real-Time Financial News Wire

ChangXin Memory Technologies, as it is officially known, has been using the AI windfall to expand capacity and advance its technology, in line with China's ambition to have homegrown semiconductor powerhouses that can hold their own with foreign counterparts. ... The company said revenue surged to 269.02 billion yuan, equivalent to $40.39 billion, for the January-September period, from 32.08 billion yuan a year earlier tradingview.com

AlvaMixedMore than eightfold sales growth reinforces evidence of strong memory demand, while the resulting capacity and technology investment increases competitive pressure on Micron and SK hynix.

Jukan

30 Oct, 07:52

Semiconductor & AI Infrastructure Research at Citrini

TrendForce: ... 4Q26 PC DRAM contract price increases confirmed at +13–18% QoQ, moderating from +18–23% in 3Q26. ... With the U.S. supplier locking in volumes under SCAs, Korean suppliers are set to deepen their PC DRAM supply cuts to more than 40% YoY, accelerating the shift toward server DRAM. x.com

AlvaMixedDeeper Korean PC DRAM shipment cuts signal a stronger shift toward server memory, supporting SK hynix's exposure to infrastructure demand, while slowing PC price increases and rising OEM inventories temper the broader memory pricing outlook.

Dow Jones

30 Oct, 05:07

Real-Time Financial News Wire

For Asia's AI infrastructure builders, their exceptional margins could be hard to sustain, Saxo Markets chief investment strategist Charu Chanana said. "Over time, new manufacturing facilities, additional memory production and greater availability of computing infrastructure could reduce shortages and put pressure on pricing," she said. tradingview.com

AlvaChallengesSaxo's Chanana expects new manufacturing facilities and additional memory production eventually to ease shortages and pressure AI infrastructure pricing, providing a downside case for supplier margins.

First Squawk

30 Oct, 00:28

Financial Audio News Service

SK HYNIX TO CONSTRUCT U.S. NAND MEMORY FACILITY TARGETING AI DATA CENTER NEEDS x.com

AlvaSupportsThe reported U.S. NAND facility would expand SK hynix's capacity to serve AI data centers, supporting its ability to capture growing infrastructure memory demand.

Sandisk Corporation

29 Oct, 20:30

Developer and manufacturer of NAND flash storage devices and solutions

In general, we're hearing from our customers that they have underestimated the amount of NAND they need to run their infrastructure. We have multiple customers coming back for a second round and then balancing that against bringing new customers into the portfolio.

AlvaSupportsCustomers returning for additional NAND after underestimating infrastructure needs strengthens the demand outlook for Micron and SK hynix's NAND businesses.

Chamath Palihapitiya

29 Oct, 21:41

Founder & CEO of Social Capital, Co-Founder & CEO of 8090

China’s DRAM champion, CXMT, is expanding too, with its share of global DRAM revenue jumping from 4% to 10% in just a year, according to Counterpoint. x.com

AlvaChallengesCXMT's increase from 4% to 10% of global DRAM revenue indicates growing competitive pressure on Micron and SK hynix, challenging how much of the memory boom they can capture.

Fireside Alpha

29 Oct, 21:37

Business, Technology and Investing Interview Digest

$AMZN CEO Andy Jassy explains why AWS can see its growth into 2029: ... And so we have very good visibility into ‘27 and ‘28 and some of ‘29 too, with respect to what customers want in those really big chunks of capacity. ... we’re still really early in enterprises using inference in their production applications in a pervasive way. x.com

AlvaSupportsAWS's visibility into large-block capacity demand now extends into part of 2029, strengthening the outlook for sustained infrastructure demand from a major compute buyer.

Fireside Alpha

29 Oct, 20:51

Business, Technology and Investing Interview Digest

SanDisk CFO Luis Visoso: “Our NBM pipeline exceeds our supply throughout the end of the decade.” x.com

AlvaSupportsA prospective NAND business pipeline exceeding SanDisk's supply through the decade reinforces the case for sustained memory pricing strength benefiting Micron and SK hynix.

Sam Altman

29 Oct, 11:45

podcast

For a very long time, if you were a producer of DRAM, you would invest $20 billion of CapEx to make $19 billion. ... And then all of a sudden, these guys are each going to make like $100 billion of free cash flow in a year. ... But, I think they all remember their history. How many times they almost went bankrupt by making too many fabs and being promised this time it was different. media.transistor.fm

AlvaSupportsAltman argues that memory producers' history of costly overexpansion may keep investment cautious despite exceptional cash generation, supporting the case that supply tightness can persist.

Jim Cramer

29 Oct, 11:25

Host of CNBC’s Mad Money, Leader of the CNBC Investing Club

Hynix also guided for accelerating shipment growth. Expecting mid 20% growth for this quarter, up from 10% in the third quarter. dts.podtrac.com

AlvaSupportsForecast shipment growth in the mid-20% range versus 10% in Q3 strengthens the case that SK hynix can convert strong memory demand into higher sales volumes.

The Transcript

29 Oct, 12:06

Weekly Earnings-Call Quotes Newsletter

Samsung: "Surging AI-driven demand likely to further tighten supply shortages compared with CY26" x.com

AlvaSupportsSamsung expects surging AI demand to make memory shortages worse than in 2026, strengthening the pricing outlook for Micron and SK hynix.

Sravan Kundojjala

29 Oct, 09:20

Semiconductor Industry Analyst at SemiAnalysis

ASE, the packaging powerhouse, revised its capex for 3rd time this year to $11.5B. 2027 capex to be more vs 2026. ... Also raised its leading-edge advanced packaging guidance for 2026 by 6% and expects to double in 2027. x.com

AlvaSupportsASE's $11.5 billion spending plan and higher planned investment in 2027 strengthen the outlook for expanding advanced packaging, helping address a bottleneck in accelerator supply.

Fireside Alpha

28 Oct, 19:21

Business, Technology and Investing Interview Digest

Oracle co-CEO explains why he doesn’t see GPUs outrunning demand anytime in the next three to five years: ... Clay Magouyrk: ... I think every year you’re going to see significant new industries that are turned on, right? x.com

AlvaSupportsOracle's co-CEO expects expanding AI uses to prevent GPU oversupply for three to five years, reinforcing the sustained-demand case for Nvidia's compute supply.

Sravan Kundojjala

29 Oct, 07:32

Semiconductor Industry Analyst at SemiAnalysis

[Samsung] DRAM ASP up around 20% q/q, bit shipments up low-to-mid single digit % q/q ... 4Q DRAM bit growth guided mid-to-high teens % Q/Q x.com

AlvaSupportsSamsung's roughly 20% quarterly DRAM price increase alongside modest shipment growth reinforces industry pricing strength supporting Micron and SK hynix.

Dow Jones

29 Oct, 04:56

Real-Time Financial News Wire

"The tight supply-demand balance is expected to persist through 2028," Jaejune Kim, executive vice president of Samsung's memory business, said during Thursday's conference call. tradingview.com

AlvaSupportsSamsung expects tight memory supply through 2028, reinforcing the sustained pricing environment that favors Micron and SK hynix.

Jukan

29 Oct, 04:22

Semiconductor & AI Infrastructure Research at Citrini

Jaejune Kim ... said ... “Next year’s HBM supply is already sold out, with pricing negotiations concluded at our target levels,” adding that “requests for additional volume continue to come in.” x.com

AlvaSupportsSold-out 2027 HBM supply at Samsung's target prices, with additional requests still arriving, reinforces the industry pricing power supporting Micron and SK hynix.

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