Posts, reposts and quotes from a curated set of X accounts, newest first, each quoted as its author published it. PiggyGPT chooses the accounts; a post appears when it is about the company or its market. None of it is PiggyGPT’s view.
Daily digest
DRAM and NAND market data continued to show a tightening memory cycle, with surging spot prices, record equipment bookings and supply gaps feeding broader bullish signals for flash and memory suppliers including Sandisk.
AI-generated Oct 22, 2026. Not a source. Verify against the filings.
TheValueist@TheValueist5:49 PM ET
$NOK KEY READ-THROUGHS FROM NOKIA’S Q3 2026 EARNINGS CALL (1/2) Nokia’s call supports a widening AI connectivity investment cycle, but not a broad telecommunications equipment recovery. The strongest positive implications concern optical transport, cloud routing, photonic…
SOUTH KOREAN MEDIA: SK HYNIX CANCELS PLANS TO LIST SOLIDIGM ON NASDAQ; ANNOUNCEMENT EXPECTED SOON https://t.co/RXiiPsyCSt
P Equity Research 📰@pequityresearch3:11 PM ET
Expert Takeaways: Memory > S/D gap of at least 20% in second half of 2026. > Big vendors have just begun forecasting since demand for 2027 has not settled yet. > S/D gap for 2027 is possibly around 10%. A pessimistic take believing in balance by end of next year. $MU $DRAM…
Alex A.C.@AnalysisOp12:05 PM ET
Reposted by @BenBajarin
"Our Core Memory model already has HBM supply-limited from 2029, and it does not yet carry vHBM or vEIM [new Micron products], so our current theory is that the risk to our supply balance skews tighter" 😱🔥🔥 Micron $MU to MUUN 🌛 WHEN RE-RATE! 😤
Quoting @BenBajarin
Note up in Atlas for subscribers and clients post Micron technology webinar. I had time with Scott DeBoer after the call to get some technical clarity as well. Lots of good nuggets of insights here.
[DDR5 16G DRAM Spot Price] Start : 2025-08-01 / $6.167 Latest : 2026-10-22 / $61.100 Daily : +0.38% From ATH: +0.00% Since : +890.76% ATH : 2026-10-22 / $61.100 당연히 ATH https://t.co/KzqLy2JSZZ
Reposted by @trendforce
Rising memory prices and tight foundry capacity boosted #PSMC’s Q3 revenue by 80% YoY and net profit by 338%, with further 10–20% mature-node price hikes planned for 2027.💡More: https://t.co/VFfuobetqo 🔗
Sravan Kundojjala@SKundojjala4:53 AM ET
- ex-China mature foundry/IDM analog/power/MCU spending not yet meaningfully ticking up in CY26; expected to be strong in CY27 - NAND was a record $1.49B, up 52% on the quarter and 133% YoY, and 1.08x the FY23Q2 peak - DRAM was a record $1.15B, up 102% YoY and 1.6x the…
Sravan Kundojjala@SKundojjala4:51 AM ET
- CY27 WFE outlook at >$200B (unusually early per Lam’s standards); likely higher as the year progresses - CY27 rank order of incremental growth: DRAM, leading-edge foundry/logic and NAND; 10 new Tier-1 fabs coming online across CY27 - CY27 still supply constrained (cleanroom…
Sravan Kundojjala@SKundojjala4:48 AM ET
Lam Research QSep26 - Revenue up 22% q/q and 54% y/y to $8.22B at 52.4% GM and 40.2% OPM (ATH) - QDec26 guide at 8.6B(+/-400M ) at52.5% GM and 40.5% OPM - Micron skipping 4F2 in favour of 3D DRAM is a positive thing for Lam, given 3D DRAM is etch and dep intensive (like 3D NAND)…
TrendForce@trendforce4:14 AM ET
#TrendForce notes that #Micron plans to begin mass producing its 1-delta nm process in 2027, which is set to succeed its current mainstream 1-gamma nm process. Beyond this transition, Micron intends to continue scaling its 6F² architecture before moving directly to 3D DRAM,…
Quoting @wccftech
Micron’s DDR6 doubles DDR5 bandwidth while LPDDR6 delivers 35% better power efficiency, both built on its upcoming 1δ DRAM node, vHBM goes vertical, and G11 NAND goes beyond 400 layers. 🔗https://t.co/hPuISi998H https://t.co/V47gaKGi4T
Reposted by @trendforce
#NVIDIA-linked #Groq is reportedly exploring 3D-stacked DRAM for its next-gen AI chips, potentially moving beyond #SRAM as AI models grow larger. Could this reshape AI inference chip design? 💡More: https://t.co/NsxE5uH2cq 🔗
TrendForce@trendforce3:40 AM ET
🔥 #Micron has unleashed a wave of memory roadmap updates, spanning DRAM, HBM and NAND. The standout? Its Vertical 3D HBM (vHBM), now with a 2028 mass-production target.
Quoting @NEWS2082680
While China's #CXMT pushes ahead with 4F² #DRAM, #Micron is taking the opposite path, sticking with 6F² and arguing that cell architecture alone doesn't determine bit density. What’s next on its memory roadmap? 💡More: https://t.co/8Wnb3NGZYT 🔗 https://t.co/Z3x1RFMvjR
While China's #CXMT pushes ahead with 4F² #DRAM, #Micron is taking the opposite path, sticking with 6F² and arguing that cell architecture alone doesn't determine bit density. What’s next on its memory roadmap? 💡More: https://t.co/8Wnb3NGZYT 🔗 https://t.co/Z3x1RFMvjR
Daily digest
NAND spot trading stayed weak this week as module-house demand lagged and high inventories pushed 512Gb TLC wafer prices down while DDR5 remained tight and DDR4 trading sluggish despite a small price gain.
AI-generated Oct 21, 2026. Not a source. Verify against the filings.
According to Counterpoint Research, YMTC, like CXMT, is researching DRAM based on a 4F² cell architecture. YMTC’s version operates at 9,600 MT/s and is slated for mass production at YMTC Fab 3. https://t.co/1ZhIbHTT5M
TheValueist@TheValueist8:48 PM ET
$TSLA KEY READ-THROUGHS FROM TESLA’S Q3 2026 EARNINGS CALL Tesla’s October 21 call provides its strongest cross-market signals in battery supply, electrical infrastructure, semiconductor equipment, and autonomous transportation. The central distinction is between growing demand…
Dan Nystedt@dnystedt7:16 PM ET
Powerchip (PSMC) plans to raise prices 10% to 20% next year for mature node chip manufacturing as production lines fill up: Utilization increased to 97% in the 3rd quarter (Q3) from 87% in Q2, media report, adding PSMC is already mulling a new fab with 20,000 to 40,000 wafers…
TheValueist@TheValueist7:00 PM ET
$IBM KEY READ-THROUGHS FROM IBM’S Q3 2026 EARNINGS CALL IBM’s results indicate that enterprise AI spending is expanding beyond model experimentation into application modernization, data infrastructure, security and production deployment. The distribution of economic benefits…
TheValueist@TheValueist6:55 PM ET
PERFORMANCE-TIER NAND OPENS A NEW OPPORTUNITY, BUT EQUIPMENT DEMAND IS CLEARER THAN PRODUCER MARGIN UPSIDE (READ-THROUGH 6) (2/2) Affected companies: Kioxia Holdings (285A: Japan), Sandisk (SNDK: United States), SK hynix (000660: South Korea), and Micron Technology (MU: United…
TheValueist@TheValueist6:55 PM ET
$LRCX KEY READ-THROUGHS FROM LAM RESEARCH’S FISCAL Q1 2027 EARNINGS CALL (1/2) Lam Research’s October 21, 2026 call reinforces a semiconductor investment cycle increasingly constrained by physical capacity rather than customer spending intentions. The preliminary outlook for…
Micron’s DDR6 doubles DDR5 bandwidth while LPDDR6 delivers 35% better power efficiency, both built on its upcoming 1δ DRAM node, vHBM goes vertical, and G11 NAND goes beyond 400 layers. 🔗https://t.co/hPuISi998H https://t.co/V47gaKGi4T
Creative Strategies, Inc@creativestrat1:30 PM ET
Our Micron roadmap read: AI memory is becoming a system design problem. More bandwidth only helps if power and capacity keep pace. We examine the architecture and supply implications in our new Atlas note: https://t.co/RQit1YTQ7Y
Ben Bajarin@BenBajarin10:47 AM ET
Memory co-design really is the thing commodity thinking about memory just doesn't comprehend. $MU https://t.co/ao5532WQa4
Ben Bajarin@BenBajarin10:41 AM ET
Per my point earlier, memory roadmaps start to segment to AI class solutions. $MU https://t.co/hvIyopyEqe
Ben Bajarin@BenBajarin10:37 AM ET
This chart is $ Also, hard to see memory not being constrained then through 2030 at they very least. "As these products come in, the trade ratios continue to be stressed in terms of the number of wafers it takes to build HBM, vertical HBM, and vertical EIM relative to building…
Looks like Micron is developing zHBM too. 👀👀 https://t.co/3tL0wuqjg5
Ben Bajarin@BenBajarin10:33 AM ET
exhibit #501 WFE to the moon. "Stacking technology is still key, and ultimately there will be implementations going forward of higher and higher stacks because memory capacity does play a major role in driving token costs down and in system ultimate system optimization" $MU…
Ben Bajarin@BenBajarin10:31 AM ET
HBM is the key memory segment that is co-designed, designed in, and this point is continually misunderstood. Also, vertical HBM 👀 $MU https://t.co/xgQrRLUCwx
Ben Bajarin@BenBajarin10:28 AM ET
DRAM CMOS roadmap.. "Advanced CMOS roadmap to meet AI bandwidth demands" https://t.co/mIkxR7mC1q
Ben Bajarin@BenBajarin10:27 AM ET
The angstrom era for memory is going to be equally has interesting, maybe more, as logic. $MU https://t.co/nGBjxqlpmE
Reposted by @BenBajarin
Hmm... Looks like Micron is going straight to 3D DRAM. https://t.co/PuFm0vAYXM
Ben Bajarin@BenBajarin10:22 AM ET
$MU talking memory technology roadmap, where they think they can still scale planar but will have 3D memory when the cost and performance makes sense for the market. https://t.co/lr1PFXkI9p
Ben Bajarin@BenBajarin10:15 AM ET
Memory node shrinks can't stop won't stop lol. $MU https://t.co/nKjuwL44gX
Ben Bajarin@BenBajarin10:06 AM ET
Via $MU webinar the technology cycles we are in, and that are coming, that drive memory demand. Bet on bit growth not history.... https://t.co/6jTxq896L1
JPM memory market update https://t.co/gnnDaHRMJA
[DDR5 16G DRAM Spot Price] Start : 2025-08-01 / $6.167 Latest : 2026-10-21 / $60.867 Daily : +0.28% From ATH: +0.00% Since : +886.98% ATH : 2026-10-21 / $60.867 오늘도 ATH https://t.co/7BclIqSk9w
TrendForce@trendforce4:20 AM ET
👀 AI demand may be fueling NAND upgrades, but #YMTC is adding pressure. As the Chinese rival closes the technology gap, #Samsung and #SKhynix face a tougher balancing act: keeping their China fabs competitive while navigating U.S. export curbs.
Quoting @NEWS2082680
With roughly 30–40% of their NAND output tied to China, #Samsung and #SKhynix are racing to upgrade local fabs as #YMTC closes in—reportedly producing 294-layer NAND in limited volumes.💡More: https://t.co/zJAjCNXbTy 🔗 https://t.co/BHRMQ51NGS
With roughly 30–40% of their NAND output tied to China, #Samsung and #SKhynix are racing to upgrade local fabs as #YMTC closes in—reportedly producing 294-layer NAND in limited volumes.💡More: https://t.co/zJAjCNXbTy 🔗 https://t.co/BHRMQ51NGS
SK hynix has begun discussions with its supply chain to prepare for adoption and production of "iHBM," a next generation technology designed to reduce heat in HBM, according to Korean media reports. iHBM places thermal control elements (ICE) in the signal interconnect region of…
TrendForce@trendforce2:00 AM ET
【Weak Module-House Demand Weighs on NAND Spot Trading; 512Gb TLC Prices Dip 1.28%】 Due to weak demand from the largest buyer, module houses, combined with persistently high inventory levels, trading volume of the spot market has remained sluggish. Sellers believe that price cuts…
Reposted by @dnystedt
Exclusive: Samsung Electronics and SK Hynix are upgrading their China factories to produce more advanced memory chips, aiming to fend off competition from a fast-growing Chinese rival and meet huge AI demand https://t.co/1bC6hT9vVf
TrendForce@trendforce1:30 AM ET
【DDR5 Supply Tight, DDR4 Trading Weak Despite 0.84% Gain in Mainstream Prices】 The DRAM spot market displayed a divergent pattern this week. For DDR5, supply remains tight and suppliers are clearly reluctant to sell. Consequently, even though some buyers are willing to raise…
Straggler Liu | AI & Semis@StragglerLiu11:39 PM ET
Price up 30% QoQ.But who keeps the cash? Micron is shipping bits.SanDisk is locking terms. Demand ≠ Free Cash Flow. https://t.co/6IAHE0F569
Quoting @pequityresearch
Analysts point to a 30% QoQ price increase for NAND and 20% QoQ for DRAM in Q4. $MU $SNDK $EWY $DRAM https://t.co/16CKZNUlP2
Straggler Liu | AI & Semis@StragglerLiu11:25 PM ET
I explored this question in more depth: DeepSeek's persistent KV cache, Micron's SSD commercialization, and SanDisk's contracting model. The investment question is not just who ships more bits—but who converts AI demand into durable free cash flow. Full research:…
Quoting @StragglerLiu
AI Inference Is Rewriting the Memory Hierarchy. But Who Captures the Cash? The next AI infrastructure trade isn't about buying more memory. It's about changing where memory earns its return. DeepSeek’s production DeepInfer architecture uses roughly 100 PiB of SSD capacity for…
Straggler Liu | AI & Semis@StragglerLiu11:23 PM ET
A ~$94B revenue floor is not a ~$94B free cash flow floor. Mizuho's $SNDK thesis connects three powerful forces: KV-cache demand, tight NAND supply, and long-term customer agreements. But there's a deeper economic trade. Persistent KV cache can substitute relatively…
Quoting @pequityresearch
Mizuho: Sandisk > NAND pricing is projected to remain solid through 2027E. > Major eSSD ramp driven by hyperscalers: META, GOOGL, and OCI. Acceleration in KV cache and AI SSDs expanding into 2027/28E. > NBMs provide long-term visibility across 8 Data Center/Edge AI customers.…
Straggler Liu | AI & Semis@StragglerLiu10:26 PM ET
“Bit shipment growth ≠ Free Cash Flow. The AI memory trade isn't about who ships more NAND. It's about who captures the pricing power when compression catches up. Read the full breakdown on the Micron vs. SanDisk business model split: 👇”
Quoting @StragglerLiu
AI Inference Is Rewriting the Memory Hierarchy. But Who Captures the Cash? The next AI infrastructure trade isn't about buying more memory. It's about changing where memory earns its return. DeepSeek’s production DeepInfer architecture uses roughly 100 PiB of SSD capacity for…
Straggler Liu | AI & Semis@StragglerLiu10:24 PM ET
AI Inference Is Rewriting the Memory Hierarchy. But Who Captures the Cash? The next AI infrastructure trade isn't about buying more memory. It's about changing where memory earns its return. DeepSeek’s production DeepInfer architecture uses roughly 100 PiB of SSD capacity for…
TheValueist@TheValueist7:07 PM ET
$SPCX KEY READ-THROUGHS FROM SPACEX’S Q3 2026 EARNINGS CALL (1/2) SpaceX’s results reinforce a significant divergence across the technology and communications investment landscape: scarce, operational AI infrastructure is generating attractive returns, while established…
Groq, Acquired by Nvidia, Seeks to Introduce 3D-Stacked DRAM in Next-Generation Chips — ZDNet Korea LOL @insane_analyst https://t.co/PEnfXriRtk
P Equity Research 📰@pequityresearch9:03 AM ET
Analysts point to a 30% QoQ price increase for NAND and 20% QoQ for DRAM in Q4. $MU $SNDK $EWY $DRAM https://t.co/16CKZNUlP2
TheValueist@TheValueist8:53 AM ET
From the $GM earnings call now... The improvement was broad based but included a higher mix of full size pickups, lower EV losses from rightsizing our capacity, and continued warranty expense reductions. These gains were partially offset by commodity inflation, including…