#DRAM
4 articles tagged DRAM. At twelve articles this topic starts lifting the whole site in search.
Timeline
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Micron earnings date September 30 — a $50 billion guide, 5x a year earlier
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What a memory supercycle is — when DRAM prices move, half of Korea's exports move
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SK hynix lifts capex near 60% for the AI build-out
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Memory capex: how money becomes supply
All articles
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Tech · 2 min readMicron earnings date September 30 — a $50 billion guide, 5x a year earlier
When — Wednesday, September 30 after the close; call at 2:30 p.m. Mountain (4:30 p.m. ET); webcast at investors.micron.com
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Economy · 3 min readWhat a memory supercycle is — when DRAM prices move, half of Korea's exports move
Definition — prices rising further and longer than the normal cycle, from structural demand plus a supply lag
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Tech · 2 min readSK hynix lifts capex near 60% for the AI build-out
SK hynix is expanding this year's capex to the high 40 trillion won range, up about 60%
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Tech · 2 min readMemory capex: how money becomes supply
Capex flows through construction, tool installation and yield ramp before becoming supply