3. NAND Flash memory, NAND: export value of $954mn, +178% Y/Y, +7% M/M The flash memory export unit price reached $54,716/kg, up 23% from April 20, 2026, and up 280% Y/Y. https://t.co/cfoeRSJDjn
4. SSD SSD: export value of $2,224mn, +452% Y/Y, +14% M/M The SSD export unit price reached $21,075/kg, up 22% from April 20, 2026, and up 344% Y/Y. https://t.co/DkA3Po6k1M
2. DRAM, excluding modules DRAM, excluding modules: export value of $7,488mn, +431% Y/Y, +26% M/M The DRAM export unit price, excluding modules, reached $82,820/kg, up 13% from April 20, 2026, and up 497% Y/Y. https://t.co/Qw9FuI6xdq
Thread: Korea’s Memory Exports, May 1–20 1. DRAM DRAM, including modules: export value of $11,527mn, +498% Y/Y, +27% M/M The DRAM export unit price, including modules, reached $60,319/kg, up 5% from April 20, 2026, and up 432% Y/Y. https://t.co/s0yQIgFF6o
KIS comment on NVIDIA Vera CPU: On today’s conference call, NVIDIA stated that it expects the standalone Vera CPU market to reach $20 billion in FY2027. The unit price of Grace CPU is estimated at around $3,000–$5,000. Since Vera is the successor to Grace and is optimized for
Samsung’s strike has effectively come to an end. May the blessing of semiconductors be with the great Republic of Korea. Thank you for your attention to this matter https://t.co/ZTy4ok5cgD
Of course, I don’t think ASML will protect the bubble forever. The moment the DRAM Big Three transition to 3D DRAM, DRAM will no longer require EUV, and that surplus EUV capacity could quickly shift to logic.
Great insight from @GavinSBaker via TMTB Substack. Hmm… but I’d frame it a bit differently. I don’t think a breakdown in discipline in the foundry market is likely to happen for now. Because we are facing a severe EUV equipment shortage. You said TSMC is the guardian https://t.co/tGVE8kfVZ5
According to Korean sell-side sources, Samsung Electro-Mechanics is understood to have notified distributors of an MLCC price increase. The magnitude of the price hike is estimated to be similar to Taiyo Yuden’s announced 6–13% increase, and competitor Murata is also likely to
>> CXMT’s STAR Market IPO review is scheduled for May 27 • According to a disclosure on the Shanghai Stock Exchange website, the SSE Listing Review Committee will hold its “27th Listing Review Committee Meeting of 2026” on May 27. • At this meeting, the IPO application of https://t.co/Q5Oxnyjdb5
NVIDIA earnings buyside / Street consensus Source: JPM https://t.co/miBcHEhLwW
https://t.co/R6wIgR7XpC
LMAO, China has now banned even the nerfed version of the nerfed 5090. https://t.co/sMxWiBJLK1
Interesting chart https://t.co/UEmTkHJ19Z
It feels like everyone is gradually starting to realize this. P.S. I recently added to my Murata position. https://t.co/trMvuFiEeh
Breaking: Samsung Electronics’ management and labor union will resume negotiations at 4 p.m., with South Korea’s labor minister personally presiding over the talks.
Breaking: Samsung Electronics strike negotiations broke down.
Personally, I think this is a must-win deal for both Intel and Qualcomm. Whoever gets it will save an enormous amount of time. I hope Qualcomm ends up buying it. https://t.co/WslEVGWeni
As I’ve explained before, the reason I post some bearish points is to make my own logic more complete. You should never exclude the bear case. You have to incorporate every piece of logic into your thesis.
This is honestly ridiculous. When I posted 100 bullish posts on memory, nobody said anything. But the moment I post just three cautious ones, people start saying, “Jukan is bearish on memory. We’re done.” “Jukan was a memory bear all along, huh?” That’s the kind of nonsense