$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some productsCPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
SKHY 2X Short ETF
SKDD----
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- Y
everyone talking micron and hynix but tsmc is the source of this whole move. the 2027 wafer price hike report is what lit the fuse, up to 10% on advanced nodes. tsm only +3% today which feels light given they set off the rally. adding on this one
- J
careful chasing MU up here. +12% in one session back above 1T is a monster move but memory is the most cyclical thing on the market. i want to see the sk hynix print on the 29th before i add anything. holding what i have, not buying at these levels
- D
Tencent unveils Miora, a new AI creative tool; SK hynix denies acquiring Intel wafer assets | Daily News Recap
Jul 22 | Dolphin Research Focus: 🐬 Macro/Industry 1) MoF data show national general public budget revenue reached RMB 12.10 tn in H1 (+4.7% YoY), with cumulative growth improving month by month. Tax revenue was RMB 9.79 tn (+5.3% YoY), outpacing non-tax; central revenue growth clearly exceeded local.
Over the same period, expenditure was RMB 14.33 tn (+1.5% YoY). Spending on social security and public health held up, supporting livelihoods.Government fund revenue fell by over 20%, pointing to a weak broad fiscal picture. Steady revenue growth suggests the economy is stabilizing, but the fiscal gap remains...
Today’s Key News Recap - B
sk hynix +14% ahead of the 29th, hbm share still number one at 56%. they supply nvidia hbm4 so this is a direct AI infra play, not just a memory ticker. the july dip was a gift imo. holding into the report, might trim a touch before just in case
- E
dram etf is the lazy way to play the memory bounce and it worked great today. instead of picking mu vs sndk vs hynix i just own the basket and skip the single stock risk. up nicely and letting it ride while the supercycle talk is back on
- K
🌟🌟🌟Memory stocks staged a spectacular recovery with top memory companies like $Micron Tech(MU.US)surging 10.1% in a single day while $SK Hynix(SKHY.US)jumped 10.9% as big investment funds rushed to buy the discounted shares.
I am glad I bought $Roundhill Memory ETF(DRAM.US)and it is now up 10.9%. DRAM ETF owns a targeted list of the world's best memory stocks. These include the top 3: SK Hynix, Micron and Samsung.
After sliding more than 31% from its recent peak, DRAM ETF hit a solid floor and cleanly bounced back up, showing that the smart money is aggressively buying the ETF at a great discount.
The recent drop in tech stocks was not a permanent crash. It was a gift. It cleared out the panic and gave every day investors like me a beautiful second chance to buy it at a cheaper price.
With shortages expected to last through 2027, memory hardware is selling like hot cakes.
By buying DRAM ETF, you can own the very foundation that the future of technology is being built upon.
☕️ [Task Coins Giveaway] Daily Market Talk — Chips Explode, Tesla & Google Tonight
Memory stocks went vertical (MU +12%, SNDK +14%) on UBS's buy call, while Nvidia declared Vera Rubin in full production. Next up: Tesla and Alphabet report tonight, the first real test of whether AI capex is turning into cash.
- T
7709 is the 2x sk hynix play for those who cant easily buy the us line lah. underlying up 14% so the leverage did its thing today. good for a quick trade but i dont hold these overnight for long, decay is real. took profit and out
- V
$Micron Tech(MU.US)
$SK Hynix(SKHY.US)
Waited.
Anticipated
Predicted
Hit the 🐂
Bingo🎯
🥳🥳😎✈️
- F
SK hynix dropped 15% in one seoul session over the HBM4 slip to Q3. is this the first real crack in the memory trade or just a shakeout before earnings on the 29th? honestly cant tell anymore
- F
$SK Hynix(SKHY.US) put buyers spotted hitting the $120P for 08/21, loading up with over $3.04M in premium. 👀
- T
SK Hynix had its worst day ever in Seoul, down 15% in one session, and it barely made the SG news. same memory supercycle everyone loves, but the second ASP growth slowed the stock got wrecked. lesson: those locked HBM contracts cap how fast earnings can jump when demand runs hot 😮💨
- J
The Memory Supercycle Is Real, But Not Every Name Deserves the Same Multiple
I have been holding memory names since late last year, and the last month has been a stress test. So let me lay out how I am thinking about the storage supercycle right now, because the headline "DRAM...
- D
BABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News Recap
Jul 20 | Dolphin Research Focus: 🐬 Macro/Industry — HKEX is evaluating a trading-hours reform, planning to scrap the current 12:00–13:00 lunch break and extend the overall session length. The proposal remains in the study phase, with market feedback to be solicited from brokers and institutions.
The objective is to increase overlap with US/EU and onshore A-share trading windows. HKEX also seeks to enhance Hong Kong market liquidity and global competitiveness.Near term, the headline is positive for HKEX. However, longer hours would raise staffing and ops costs for brokers and asset managers, and there is still debate over whether it can materially lift turnover in the medium to long term...
Today’s Key News Recap - F
Featured📉 Memory & Storage Selloff: Sentiment, Not Fundamentals 😌
Memory and storage stocks fell 15–25% from early July peaks through 17 July driven by sentiment shifts and forced liquidations and not weaker industry fundamentals.
📉 How it unfolded
The selloff happened in four waves:
• Jul 1–2: Reports of Apple sourcing from Chinese makers + Meta capacity concerns triggered sharp drops
• Jul 7–8: Samsung’s record Q2 profit missed inflated expectations, spurring “sell the news” selling
• Jul 13: SK Hynix’s Q2 profit estimate came in 8% below consensus
• Jul 15–17: Position unwinding, Google’s memory compression tech, and CXMT IPO worries added pressure
Micron closed at $848.95 on Jul 17 (down ~25% from its peak), with a small recovery to $858.72 by Jul 20.
⚠️ Factors that amplified losses
• SK Hynix’s new ADR listing caused rotation and sustained foreign selling
• Leveraged ETFs magnified declines, while margin calls triggered further liquidation
• The sector had rallied over 200% YTD, making it a crowded trade vulnerable to de-risking
• Multiple overlapping narratives shook investor confidence, though none changed core fundamentals
✅ Fundamentals remain strong
• DRAM and NAND prices keep rising; supply is tight through 2026. The shortages likely to last into 2027–2028
• Samsung’s earnings were still a record; the “miss” was against overly high forecasts
• Analysts still rate Micron a Strong Buy, with price targets far above current levels; major banks keep bullish semiconductor outlooks
🔍 Key points to watch
• Stabilisation of SK Hynix ADR flows
• Actual changes to memory contract prices
• Capex guidance from major hyperscalers
• CXMT IPO developments and any new US export controls
📢 For clear visual, check out the full infographic below!
Not financial advice. Please do your own DD 😁.
- F
$Sandisk(SNDK.US) / $Western Digital(WDC.US) / $Seagate Tech(STX.US)
SanDisk and memory names got hit in the semi unwind. SK Hynix and Samsung are under pressure too. The market is pricing in slower HBM expansion and cheaper AI alternatives from China. Memory stocks are the purest expression of that fear. We have to wait until when they start basing.
- G
I just want to ask when overseas users can open an account? I've already been waiting for 1 month.
⭐️ Community Spotlight | SK Hynix Debut, SpaceX Nears Pricing, and AI Meets the Retail Workflow
This week's feed leaned into two IPO stories, the first heavyweight earnings prints of the quarter, and community wishlists for AI-powered investing tools. 📊
- C
⭐️ Community Spotlight | SK Hynix Debut, SpaceX Nears Pricing, and AI Meets the Retail Workflow
This week's feed leaned into two IPO stories, the first heavyweight earnings prints of the quarter, and community wishlists for AI-powered investing tools. 📊
Community Spotlight - O
SK Hynix ADRs down around 13% and it reports next week on the 22nd. the whole memory complex is pricing in a glut that the HBM numbers just do not show yet. i play the group through the basket $Roundhill Memory ETF (DRAM.US)$ so no single 13% session wrecks me. the SK Hynix earnings on the 22nd will either confirm the shortage or the bears win. holding into it, not chasing.
