DanielRomero

DRAM Market Share Trends (by Revenue)
Source: Nomura Asset Management

As per Reuters, hyperscalers are offering to help finance new production lines and expensive equipment, including $ASML EUV tools, for SK Hynix
However, SK Hynix is cautious because these deals could lock capacity to specific customers and force lower long-term pricing
Available capacity is essentially zero right now, meaning there is not even a small portion that can be reserved for one specific buyer
SK Hynix is expanding with its massive P&T7 fab, focused on next-gen HBM, but this facility will not be ready until 2028
DRAM makers are reportedly only able to meet around 60% to 70% of current

$HUT had a 1GW site approved in the ERCOT grid, and nobody was paying attention 😴
That’s why putting in the hours pays off
Up 102% on the position now

$AMD launched the MI350P, its first PCIe Instinct GPU since 2022
It is a smaller and easier-to-install version of AMD’s flagship AI GPU, designed for companies that want AI inference without needing expensive liquid-cooled, rack-scale systems
It fits into standard air-cooled servers, which makes it much easier for enterprises to use in existing infrastructure
$AMD is targeting a market $NVDA has largely left open: modern PCIe data center GPUs. NVIDIA is focused on higher-end systems, while AMD is offering a more practical option for companies that want AI acceleration without rebuilding their

$AMD's MI430X will deliver up to 200 TFLOPs of native FP64 performance, making it potentially the highest-performance FP64 GPU ever built
That would put it far ahead of NVIDIA’s Rubin, which is listed at around 33 TFLOPs of native FP64 vector compute, or up to 200 TFLOPs only through Tensor-Core-based emulation
$AMD is focusing on native FP64 performance, which matters for classic high-performance computing workloads, including scientific simulations, energy research, biology, national security, advanced materials, and manufacturing
MI430X will be part of AMD’s broader MI400 series, while MI45

$MP Materials says the industry is finding ways to reduce heavy rare-earth usage
MP’s CEO, James Litinsky, said magnet producers are increasingly able to make high-performance magnets with "little or no heavies content."
Instead of relying heavily on scarce and expensive heavy rare earths, the industry is trying to redesign magnet production around lower heavy rare-earth content while still preserving performance
Litinsky’s view is that NdPr remains the more important bottleneck, while heavy rare-earth prices may not rise as much

The most concerning bearish case I can find for $AMD is its potential inability to secure what it needs from a tight supply chain, while $NVDA can circumvent this problem with deeper pockets

$RDW's market cap keeps widening the gap with its share price
Promising tech, but the company can’t make money and can’t stop diluting

$INTC server CPU demand is now so strong that chips previously considered low-value or near-scrap edge dies are being sold as lower-spec products instead of being discarded
Intel’s server CPU ASPs reportedly rose 27% YoY, even while unit volumes fell 5% due to supply constraints
Reuters also reported delivery lead times of up to six months for some Xeon processors

Samsung’s chip division finally surpassed $TSM in revenue and profit
Samsung’s Device Solutions division generated almost all of its revenue from memory chips, with DRAM, NAND, and HBM benefiting from a massive AI-driven pricing cycle
Memory represented more than 90% of DS revenue, and prices reportedly surged close to 90% quarter over quarter, pushing Samsung’s margins above TSMC and close to Nvidia-level profitability
In foundry, TSMC still dominates with around 70% market share, while Samsung remains near 7% and its foundry business is still loss-making. So the headline is impressive, but i

Congratulations to $IREN bulls
However, while the headline is great, there is not that much substance behind it
It is more about $NVDA giving a hand to a client willing to spend many dozens of billions on GPUs
The 5GW partnership just means $NVDA is willing to sell $IREN GPUs. $NVDA is not a neocloud. $IREN still has to find a tenant (I am not saying they will not)
The other interesting aspect is the right to purchase shares, but that is just a win-win for $NVDA. They will be able to buy shares at a cheap price for five years if $IREN executes well, with almost no downside
This mostly looks li

I wasn’t expecting this for 2026
Crazy year

$AMD going from an 18% CPU growth projection to 35%+ is absolutely crazy

Investors still don’t understand memory
- > By 2028, there will be 25x more memory per accelerator, as well as 25x more accelerator deployments
= That equals 625x total memory demand growth
I’m not saying that, those are the words of $DELL's CEO
Memory might still be early

$NVDA got mogged