EOW Phase 0a refresh: digestion continues against an intact trend; the capex-share story restates unchanged across the week

Event

EOW Phase 0a refresh: digestion continues against an intact trend; the capex-share story restates unchanged across the week

Summary

  • Type: monitoring-check (subtype: qualitative continuity, structural corroboration restated) - event_id: 2026-09-05-memory-supercycle-eow-phase-0a-refresh - Source: , , (Focus List MU/SNDK entries; desk-call rows; TrendForce memory-capex-share pick, repeated unchanged acr
8 events
DateTypeEvent
Sep 6 Deep DiveMicron's Contracts Strengthen the Memory Case as Its Flag Breaks Up Sep 2 tweetParadis - TrendForce: memory chips to hit 68% of cloud-provider capex in 2027 Sep 6 ArticleSK hynix: memory pricing and supply plans Sep 1 tweetHBM shortage reportedly forces a Rubin Ultra spec cut — the memory trade has a bearish edge Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short Sep 10 tweetSerenity — HBM scarcity has pushed Chinese AI accelerator prices up 20-50% in two months Aug 26 ArticleThe AI Buildout Is Paying the Ecosystem, Not NVIDIA Aug 26 Market SignalThe AI Money Went Into the Ecosystem, Not Into Nvidia

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