Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031

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Serenity - KeyBanc checks: Google discussing memory supply agreements through 2035, Samsung 70% allocated through 2031

This answers the oversupply worry directly. CNBC on October 15 named China and a 2029 glut as the fears behind the memory selloff. KeyBanc channel checks, relayed by Serenity, have Google negotiating supply agreements through 2035, Samsung with 70% of capacity allocated through 2031, and HBM prices expected up 80 to 100% in the first quarter of 2027. It is secondhand and unconfirmed, but it is exactly the contract-length evidence the memory case needs.

Open on X Serenity (@aleabitoreddit)
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This answers the oversupply worry directly. CNBC on October 15 named China and a 2029 glut as the fears behind the memory selloff. KeyBanc channel checks, relayed by Serenity, have Google negotiating supply agreements through 2035, Samsung with 70% of capacity allocated through 2031, and HBM prices expected up 80 to 100% in the first quarter of 2027. It is secondhand and unconfirmed, but it is exactly the contract-length evidence the memory case needs.

9 events
DateTypeEvent
Oct 16 ScanAI Scan Oct 15 tweetZephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x Oct 9 ScanAI Scan Oct 2 ScanAI Scan Sep 25 ScanAI Scan Sep 23 ScanAI Scan Sep 18 ScanAI Scan Sep 16 pickReuters — SK Hynix in talks to build memory in the US with Intel for the first time Sep 11 ScanAI Scan

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