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.
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 Last? 15:09 Supply Still Tightly Constrained 16:25 Cheaper Memory, More AI 17:10 Stocks Hit a Bear Market 18:44 Sell-The-News Shock 19:56 Lessons from Past Cycles 21:16 SK Hynix Goes Onshore 23:13 IPO Demand Explodes 24:29 Long-Term Outlook Holds
------ RESOURCES
Josh: https://x.com/JoshKale
Ejaaz: https://x.com/cryptopunk7213
------ Not financial or tax advice. See our investment disclosures here: https://www.bankless.com/disclosures
Josh works with Anthropic as a contractor. All views expressed are his own and do not represent Anthropic, its leadership, or its affiliates. Nothing in this episode is investment advice.
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