DRAM

Think of it as the desk where a computer or phone lays out whatever it's working on right now. Unlike NAND, which is for storage, DRAM loses its contents when the power goes off. Samsung, SK Hynix and Micron split most of the global market, so DRAM pricing is the benchmark for reading their earnings and the memory cycle.

Predictions & track record (13)

• Awaiting grading The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO PriceCheck by end of December 2026 whether CXMT starts LPDDR6 mass production on schedule and begins supplying Xiaomi/Huawei, and whether SK Hynix's ADR recovers above its $149 IPO price.
• Awaiting grading SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead?To be scored when HBM5 actually ships (industry estimates put this around 2027-2028): whether the 2nm GAA base die reaches mass production and the 50%+ speed target over HBM4E holds up.
• Awaiting grading China just started chip production on homegrown DUV tools. Is ASML's grip loosening?To be scored at end of 2027: whether the company's DUV tool shipments actually reached roughly 20 units.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• Awaiting grading SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From ChipsCheck SK Hynix's Q2 earnings release for whether operating profit lands around ₩60tn as estimated, and whether the dividend is actually raised by a wide margin.
• Awaiting grading Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply ChainCheck whether substrate, DDR5 and WF6 prices keep climbing together next quarter, and whether actual AI server shipment delays get reported.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.
• Awaiting grading Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hikeScore in Q3 earnings season: did Samsung's Q3 memory prices actually rise as guided, or did OPPO/vivo-style pushback force smaller increases than planned?
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?
• Awaiting grading Morgan Stanley: the memory shortage shows no signs of easing into 2028Score when Q3 memory contract prices print: did like-for-like DRAM rise at least 25% Q2->Q3 as Morgan Stanley forecast?
• Awaiting grading Server DRAM spot prices blow out to a 146% premiumGrade after major hyperscalers report Q2/Q3 2026 earnings: did server DRAM contract prices post a clear upward revision, following the July spot surge?
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

24 related posts

• Watch The Day SK Hynix Locked In Xiaomi as Its First LPDDR6 Customer, Its Stock Fell Below IPO Price Jukan (@jukan05) · 2026-07-28
• Watch SK Hynix leads HBM. Why is Samsung betting its comeback on a 2nm foundry process instead? Jukan (@jukan05) · 2026-07-27
• Watch China just started chip production on homegrown DUV tools. Is ASML's grip loosening? Jukan (@jukan05) · 2026-07-27
• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Bull The inside story of how Samsung is lifting DRAM output 15% at Hwaseong without a new fab Jukan (@jukan05) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Watch SK Hynix's Q2 Profit Could Hit ₩100 Trillion, but Analysts Say Much of It Isn't From Chips Jukan (@jukan05) · 2026-07-27
• Watch Substrates, Memory and Specialty Gas All Tighten at Once in the AI Chip Supply Chain Serenity (@aleabitoreddit) · 2026-07-26
• Watch Goldman Sachs expert call: China's DRAM prices already rival global leaders despite lower yields Jukan (@jukan05) · 2026-07-25
• Watch Samsung and SK hynix stay cautious on 3D chip stacking as China's CXMT chases the niche Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Bear China's CXMT gets bold enough to push around Huawei on chip prices, and now charges more than Samsung for memory, analyst Jukan reports Jukan (@jukan05) · 2026-07-24
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Bull SK hynix starts hiring for 3D-stacked DRAM aimed at on-device AI, and says it already has a US customer lined up Jukan (@jukan05) · 2026-07-24
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Watch Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hike Jukan (@jukan05) · 2026-07-21
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Watch CXL bolts on memory like a warehouse. So why did Samsung push production to 2027? 메르 (ranto28) · 2026-07-20
• Bull Morgan Stanley: the memory shortage shows no signs of easing into 2028 Jukan (@jukan05) · 2026-07-20
• Bull Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20
• Bull Server DRAM spot prices blow out to a 146% premium Jukan (@jukan05) · 2026-07-20
• Watch The memory Big Three quietly walk away from their own CXL chips Jukan (@jukan05) · 2026-07-20
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17