CXMT's refusal to sell DDR5 to a Taiwanese server maker adds evidence that it will not flood the memory market with cheap supply and pressure prices for Samsung Electronics and SK hynix. Per Taiwanese media, a veteran industry analyst also said Apple found CXMT's memory as expensive as the three major suppliers' and that CXMT had no intention of lowering prices. x.com 

Micron, Samsung Electronics and SK hynix look very cheap if their long-term agreements do not impose overly conservative price ceilings. Greater clarity on those pricing terms could send memory stocks up 30% in a single day. x.com 

Buying the DRAM dip looks too risky now because CXMT's ambitious next-generation 4F plan and SK hynix's aggressive production expansion raise supply concerns for memory stocks such as Micron, SK hynix and Samsung. CXMT is unlikely to become a serious competitive threat, but it could still weigh on storage-stock sentiment. x.com  x.com 

Micron, SanDisk and SK Hynix look very bullish because Samsung says the memory shortage will worsen in 2027. x.com 

Prepaid contracts and demand-paced fabs weaken a broad 2028 memory-glut case. SK hynix says over half its 2027-28 capacity is signed with deposits; 'sold out through 2029' includes negotiations. Samsung targets 60-70% contracted capacity. Micron's three projects begin output in 2H28; tooling follows demand. Reuters says CXMT's 20-30%-yield HBM3E may ship this year to export-restricted Chinese buyers, but performs like older HBM3. Commodity DRAM risks 2028-29 oversupply; NAND could ease in 2H27. … Show more

Memory makers' long-term agreements cannot protect pricing when buyers regain leverage. The market underestimates downside even before a price collapse; SK hynix's agreements price within market-linked ranges, per @jukan05. The agreements will be ripped apart when the market turns to buyers, at the latest when China ramps. SK hynix, Samsung, Micron, SanDisk and Kioxia are exposed. x.com 

Trump is not going to let Chinese memory chips become serious competitors in the US and West. That makes dips on news out of China a buying opportunity for memory stocks. DRAM fell about 10% in five days, SK hynix over 10% in Korea, Samsung about 7%, and Micron around 5%. RetiringAt54 says CXMT has never mass-produced HBM; this sell-off looks crazy. x.com  x.com 

Micron and SK hynix pricing in a memory shortage past 2030 extends the memory-cycle case beyond the Street's 2028 expectation. SK hynix's record quarter adds evidence: per Wall St Engine, revenue rose 328% to $78.9B, operating profit rose 632% to $62.8B, and operating margin hit 80%. Agentic and physical AI could add demand as they roll out. x.com  x.com 

Inflation, rising rates, Chinese competition and rising AI-related financial costs are pressuring the memory market. Micron, Samsung and SK hynix look exposed; waiting for the cycle to turn. x.com  x.com 

A worsening memory shortage in 2027 could favor Micron, SanDisk and SK hynix as AI stocks. Samsung warns that the shortage will worsen then. x.com