The memory super cycle is probably only going to last another year or two.


Samsung, SK Hynix, and Micron are all building fabs, and capacity will ramp up in three years. Hefei's ChangXin Memory (CXMT) just got approval for another 7,100 mu of land from the government. By the end of 2027, basically China's production will be enough for the whole world.
Memory and HBM will no longer be scarce → fierce competition → price decline → the bull market is over!
The bull market will end by June next year, and big players need to exit half a year early, so we're looking at the end of this year 😂
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HighAmbition
· 1h ago
To The Moon 🌕
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