MOU

The gap between an MOU's headline number and what actually gets contracted is often where announced mega-deals shrink, or don't.

Predictions & track record (2)

• Awaiting grading SK hynix's Deal Was Announced as $750 Billion: Jensen Huang Himself Said $500 BillionWatch whether Samsung and SK hynix's Q2 2026 earnings confirm concrete order backlog or revenue tied to these deals.
• Awaiting grading AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close itWhether AMD and Samsung actually sign the definitive HBM4 supply agreement around Helios's end-of-Q3 shipping start will be checked in mid-October 2026.

3 related posts

• Bull SK hynix's Deal Was Announced as $750 Billion: Jensen Huang Himself Said $500 Billion Jukan (@jukan05) · 2026-07-25
• Watch Trump Says Xi and Putin Both Promised No Weapons to Iran. Neither Confirmed It Donald J. Trump (@realDonaldTrump) · 2026-07-24
• Bull AMD says a full HBM4 supply deal with Samsung is “almost there,” as Samsung's foundry chief flew in personally to close it Jukan (@jukan05) · 2026-07-24