💾 DRAM Digest — Archive

Micron FQ4 $54.2B · HBM Booked Through 2027 · Korea Record Chip Exports · TrendForce 4Q26 Outlook

DDR5 Reaccelerates to $57.67 · DDR4 Third Record · HBM4 Allocation Set · Netlist ITC

DDR5 Rebased & Consolidating · DDR4 1Gx8 Record · HBM4 Sold Out · Micron Sept 30 Watch

Netlist ITC Case vs Micron · Apple Memory Cost Warning · Goldman Turns Bullish · SK Hynix +7%

CXMT 10% DRAM Share · Micron Sept 30 Earnings · Samsung Onyang HBM Fab · DDR4 Record

Nvidia FY28 Bottleneck · Goldman 2027 Deficit Forecast · Burry Micron Short · Samsung/SK Hynix Rally

HBM4 Spec Cuts · Memory Stock Selloff · Pricing Misses · Vietnam Expansion

Bear market despite record earnings · HBM4 yield 80% · DDR4 record high · Micron Q3 revenue quadruples

2027 allocation sold out · HBM4 ramp · SK Hynix pricing · CXMT share

Samsung & SK Hynix record Q2 · CXMT Shanghai IPO · DDR4 first pullback · HBM sold out

Samsung $62B Record Profit · SK Hynix Pre-Earnings Rally · DDR4 Hits $81 · HBM4 Allocation

DDR4 16GB Hits $80 · Memory Bear Market · SK Hynix $26.5B Nasdaq Raise · HBM4 Rubin Allocation

Samsung record guidance · SK Hynix $26.5B Nasdaq debut · Micron $250B U.S. plan · 3Q26 +13–18% QoQ

Samsung Q2 · SK Hynix Nasdaq · DRAM Pricing · HBM4 Supply

3Q26 DRAM Pricing · Memory Stock Bear Market · SK Hynix Nasdaq IPO · HBM4 Allocation

Samsung Strike Resolved · DDR5 vs DDR4 Bifurcation · HBM Sold Out · SK Hynix ADR Filing

DDR5 · DDR4 · LPDDR5X · HBM3E · Spot Prices · Supplier Intel