About this episode

The episode discusses Samsung's record profits and the impact of memory chips on the AI supply chain.

Samsung’s brain-melting profits are clear evidence of the growing role of memory chips in the AI supply chain, with a focus on DRAM, NAND, and high bandwidth memory. Today we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices. We also cover the market reaction to recent earnings, including share declines even after Samsung reported record profits and beat estimates. We look ahead to the limited number of memory suppliers, slow capacity expansion, and the upcoming U.S. listing of SK Hynix. ------ 🌌 LIMITLESS HQ ⬇️ EMAIL US: info@limitless.fm NEWSLETTER: https://limitlessft.substack.com/ FOLLOW ON X: https://x.com/LimitlessFT SPOTIFY: https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ APPLE: https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890 RSS FEED: https://limitlessft.substack.com/ ------ TIMESTAMPS 0:00 Samsung’s Memory Windfall 1:32 AI Memory Power Shift 3:42 DRAM, NAND, and HBM 5:13 The Black Hole for Memory 6:40 Bubble or Supercycle? 7:38 Consumer Costs Surge 10:19 Prices Keep Climbing 11:43 Why Supply Can’t Catch Up 13:04 Memory Hits Consumers 14:14 How Long Can It…

People in this episode

Host: Limitless

Topics covered

• memory chips
• AI supply chain
• market reaction
• pricing power
• consumer costs
• memory suppliers

Keywords

• Samsung
• SK Hynix
• memory chips
• DRAM
• NAND
• high bandwidth memory
• AI
• profits
• market reaction

Mentioned in this episode

Organizations: Samsung, SK Hynix

Products: DRAM, NAND, high bandwidth memory

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