【$950 billion! A storage megadeal signed through 2030】

Two messages are packed with weight: Samsung and Broadcom have signed storage chip orders worth more than $200 billion, and SK Group is even set to supply chips worth $750 billion to U.S. giants like NVIDIA. Make sure you understand what this means—this isn’t about buying stocks; it’s about抢产能 (snatching capacity). One signing is at least five years. A few days ago we said, “Storage orders are booked out to 2027,” and now it looks like we were still conservative. Of course, the harder the industry logic, the more easily the market can use the good news to churn—don’t take good news as a buy-high warrant. We’ll keep watching the direction. #SKHYNIX $SOXL ‌