Memory stocks are well off their highs while the actual demand keeps setting records. $NVDA just signed a $500 billion+ partnership with SK Group, including a long term deal to lock in and co develop next gen HBM. And Korea says Samsung and SK Hynix agreed to roughly $950 billion in supply deals with US tech firms, including a five-year $750 billion SK Hynix agreement covering Nvidia. The most important company in AI just tied up memory supply for years. You only do that when you’re worried you can’t get it. Supply is getting locked away, not loosened.
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