Offshore
Jukan [Exclusive] Samsung to Expand DRAM Capacity for HBM4 by 120,000 Wafers per Month Samsung Electronics is embarking on an initiative to increase its new DRAM production capacity by nearly 20% this year, centered around its Pyeongtaek Plant 4 (P4). The…
ilding new lines centered on P4, its most advanced facility.
Additionally, the company must increase production capacity to respond to tightening memory supply chains caused by the AI boom. According to market research firm Counterpoint Research, the price of 64GB DDR5 DRAM for servers rose by 98% in the first quarter of this year compared to the fourth quarter of last year, marking a significant price hike.
An industry official stated, "Samsung Electronics possesses abundant production capacity and capital, allowing it to respond relatively flexibly to surging demand. As technological recovery and supply shortages coincide this year, the company is expected to proceed with facility investments quite aggressively."
tweet
Additionally, the company must increase production capacity to respond to tightening memory supply chains caused by the AI boom. According to market research firm Counterpoint Research, the price of 64GB DDR5 DRAM for servers rose by 98% in the first quarter of this year compared to the fourth quarter of last year, marking a significant price hike.
An industry official stated, "Samsung Electronics possesses abundant production capacity and capital, allowing it to respond relatively flexibly to surging demand. As technological recovery and supply shortages coincide this year, the company is expected to proceed with facility investments quite aggressively."
tweet
Jukan
In its latest report, kuo Mingchi mentioned that among current hardware manufacturers, Apple is the only company not experiencing difficulties in securing supply volume due to rising memory costs.
In particular, he referred to this as “Cost Pressure” (not “Supply Constraint”).
The key points are as follows:
- Even with the sharp rise in memory prices, Apple is still securing sufficient volume.
- Although DRAM/NAND prices for Apple have increased, the situation is not one where memory shortages prevent the production of hardware.
- This is a position that only Apple uniquely holds in the market.
- Apple alone accounts for 20–25% of global mobile memory demand.
- In other words, if memory companies fail to fulfill Apple’s volume requirements, it could lead to the collapse of the entire mobile market itself — which is why memory suppliers treat Apple as their absolute top priority.
- However, applying Apple’s case to the entire market is extremely dangerous.
- Other companies are highly likely to be almost fully exposed to this kind of supply shock.
$AAPL
tweet
In its latest report, kuo Mingchi mentioned that among current hardware manufacturers, Apple is the only company not experiencing difficulties in securing supply volume due to rising memory costs.
In particular, he referred to this as “Cost Pressure” (not “Supply Constraint”).
The key points are as follows:
- Even with the sharp rise in memory prices, Apple is still securing sufficient volume.
- Although DRAM/NAND prices for Apple have increased, the situation is not one where memory shortages prevent the production of hardware.
- This is a position that only Apple uniquely holds in the market.
- Apple alone accounts for 20–25% of global mobile memory demand.
- In other words, if memory companies fail to fulfill Apple’s volume requirements, it could lead to the collapse of the entire mobile market itself — which is why memory suppliers treat Apple as their absolute top priority.
- However, applying Apple’s case to the entire market is extremely dangerous.
- Other companies are highly likely to be almost fully exposed to this kind of supply shock.
$AAPL
tweet
Offshore
Video
Chips & SaaS
RT @ReutersBiz: WATCH: The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter https://t.co/GjOpFpFL8f https://t.co/K8O7G59gsJ
tweet
RT @ReutersBiz: WATCH: The Trump administration is willing to allow China's ByteDance to buy Nvidia's H200 chips, but the AI chipmaker has not agreed to proposed conditions for their use, according to a person familiar with the matter https://t.co/GjOpFpFL8f https://t.co/K8O7G59gsJ
tweet
Chips & SaaS
RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
tweet
RT @RihardJarc: $GOOGL is a company that doesn’t do hype.
For them to go and increase CapEx from $90B to $180B is probably the most bullish thing long-term investors can see as it shows the scale of future revenue growth. I am shocked that at this stage most still don’t understand this.
tweet
Chips & SaaS
RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
tweet
RT @yieldsearcher: Hyperscaler Capex for 2026:
META: $125b ($70b)
GOOG: $180b ($91b)
AMZN: $175b ($125b)
MSFT: $145b ($83b)
ORCL: $55b ($35b)
Total: $680b ($404b)
Almost $300b, or 1% of GDP growth in capex from just these five companies
Hard to have a recession with that capex binge.
tweet
Offshore
Photo
Jukan
According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
tweet
According to a report by Taiwan’s Mirror Daily, rising memory prices are not expected to affect Apple’s plans to launch an entry-level MacBook.
The report also says that this new entry-level MacBook will be priced around $699–$799, and will feature 8GB of RAM along with the A18 Pro chip.
It even claims that Apple is forecasting annual sales of 5–8 million units for this low-cost laptop.
tweet
The Transcript
RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
tweet
RT @TheTranscript_: $MA Mastercard CEO: Tokenization nearing 40% of all transactions.
“ In fact, as of quarter 4, we have tokenized nearly 40% of all transactions. And we continue to see adoption in both card-present and card-not-present use cases."
tweet
Offshore
Photo
Javier Blas
BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
tweet
BIG OIL 4Q EARNINGS: Shell misses expectations dragged by its struggling chemical business and weak oil trading.
The oil major maintained its quarterly share buyback at $3.5 billion (defying expectations of a cut) but at the cost of taking debt. It doesn’t look sustainable. https://t.co/ta5NMoDNWd
tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: $V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
tweet
RT @TheTranscript_: $V CEO: "“In our fiscal Q1, we delivered strong financial results, with net revenue up 15% year-over-year to $10.9 billion and EPS up 15%. Payments volume grew 8% YoY in constant dollars to nearly $4T, and processed transactions grew 9%, totaling 69B." https://t.co/we9fZzoz5Q
tweet
Offshore
Photo
The Transcript
Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
tweet
Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
tweet
What's missing:
- A press release
- How many contact details were leaked (700,000)
- What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles
- Why it happened
FYI substack email and phone number data has been leaked. https://t.co/xdaE9MHxZs tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
tweet
RT @nothingbutjp: TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6
tweet