you want it to be one way, but it's the other way
Joined November 2021
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IveBeenEatingWell retweeted
$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks.
Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others.
They also expect HBM prices up 80% to 100% in the Q1 2027.
Having all your capacity potentially allocated out into 2035 via LTAs would ease a lot of memory durability fears.
IveBeenEatingWell retweeted
$DELL CEO Michael Dell says memory shortage is going to “get worse” next year with ~$95B in AI server backlog and DRAM supply still limiting deliveries.
With new memory fabs unlikely to provide meaningful relief until 2029 or 2030, the 2027 oversupply fears weighing on $MU and $SKHY look really disconnected from what customers are actually seeing.
IveBeenEatingWell retweeted
Keybanc: HP, Dell, and Google looking to extend LTAs for memory beyond 2030. Google is under discussions with memory providers to extended its 2030 LTAs for another five years to 2035.
$GOOGL
