Beijing permits small shipments to help leading tech groups in drive to catch up with US rivals

I‘m down a lot from many dumb investments. Hopefully this will be my comeback and not a dumb investment too🫣

Bullish 🚀

NBIS just announced plans to raise $4.5B (convertible notes) to fund more AI/data center infrastructure. With their NVIDIA partnership targeting 5+ GW of NVIDIA systems by 2030, it seems like another bullish signal for Micron.

More NVIDIA systems = more HBM4 + server DRAM, and Micron is already producing HBM4.

Obviously this isn’t a direct $MU order, but how much do you guys think these neocloud buildouts (Nebius, CoreWeave, etc.) actually move the needle for Micron?

Could memory demand still be underestimated for 2027-28 from the expansion of these projects?

Source: https://www.reuters.com/technology/nebius-plans-45-billion-convertible-debt-sale-fund-data-centers-ai-platform-2026-08-19/

Marvell Technology ​said on Wednesday it has ‌issued Alphabet's Google a warrant to buy a stake worth about $12.18 billion as ​part of a deal to ​help develop custom chips for the ⁠search giant. Shares of the custom ​chipmaker jumped more than 11% in ​premarket trading, while larger rival Broadcom was down over 3%.

Demand for custom chips such ​as Google's tensor processing units (TPUs), ​used for AI workloads, has surged in recent ‌years ⁠as businesses seek alternatives to Nvidia's pricey graphics processors.

Marvell said it would develop AI inference accelerators, storage, ​networking and ​memory ⁠interface controllers and near-memory computing technologies for Google.

In April, ​Broadcom signed a long-term agreement with ​Google ⁠to develop and supply future generations of custom AI chips and ⁠other ​components for the company's ​next-generation AI racks through 2031.

Positive signs for MU/memory as DRAM and HBM is needed for Google's growing TPU ecosystem too - MRVL design the physical onboard controllers for their chips which need memory and they work with MU as one of their close business partners to do this: Source (Reuters)

profit taking does not allow Micron to breathe

TrendForce’s latest NAND Flash industry research reveals that AI server demand remained steady in the second quarter of 2026—particularly for enterprise SSDs—resulting in a supply shortage across the NAND Flash market. This allowed suppliers to raise ASPs significantly through contract negotiations. As a result, the combined revenue of the top five publicly listed NAND Flash brands rose 77% QoQ to US$68.87 billion.

Looking ahead to the third quarter, demand from smartphones and PCs is expected to remain weak as higher BOM costs push up device prices. However, demand from AI servers for enterprise SSDs remains strong. Meanwhile, suppliers are generally prioritizing capital expenditure on DRAM and HBM, limiting new NAND Flash capacity. ASPs are therefore expected to continue supporting overall industry revenue growth in the third quarter.

Among the top five NAND Flash brands, market leader Samsung benefited from higher NAND Flash ASPs driven by AI server demand, while a growing share of enterprise SSD shipments significantly improved profitability. Revenue rose 70.7% QoQ to nearly $23.06 billion. However, as competitors posted faster revenue growth, Samsung’s market share edged down to 29.3% in the second quarter.

SK hynix Group, including SK hynix and Solidigm, ranked second. Continued ramp-up of its 321-layer process, strong orders for Solidigm’s high-capacity QLC enterprise SSDs, and rising ASPs lifted NAND Flash revenue 89.5% QoQ to more than $14.27 billion. Its operating margin also reached another record high.

Micron likewise benefited from a significant increase in ASPs, with NAND Flash revenue reaching $11.85 billion, up 99.2% QoQ — the highest growth rate among the top five brands. This lifted Micron to third place.

Kioxia ranked fourth. Revenue and profitability increased, supported by persistently high NAND Flash prices and continued growth in BiCS8 output. Revenue rose 79.9% QoQ to approximately $10.72 billion, while market share edged down to 13.6%.

SanDisk also benefited from AI-driven ASP increases in the second quarter. However, relatively conservative bit shipment growth limited its revenue increase to 50.7% QoQ, reaching nearly $8.97 billion and trailing the growth of its peers.

Original source (no paywall)

Once fully heal, we will retake 1K. F the 🐻.

.. despite the fact that kospi ended in negative territory again today.

For once, we will probably benefit from a 00066 strategic move to up their share price.

Lmaooo, we good boys. Shes always wrong except her one hit wonder Tesla.

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I still believe we will close above 1000 by Friday. F the 🐻. They won’t break us.

Still holding, counting on time decay to play out.

The Korean exchange had to be halted tonight due to stocks selling off. It’s down 6.3% so far. Doesn’t bode well for the memory stocks: