Neo 𝕏

과거엔 반대였습니다. 하이퍼스케일러들은 주주에게 돈을 나눠줬고, 메모리반도체팹들은 capex에 돈을 뿌렸죠. 이제는 반대입니다. *물론 하이퍼스케일러들이 과거에 capex를 안 한 것은 아니고, 메모리반도체팹들도 과거에 주주들에게 한푼도 쓰지 않은 것은 아니었지만요.

Oh look… more memory durability evidence for $MU and co. Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung. Some customers are reportedly pushing for 10 year contracts as well, into 2035. “As U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.” Source: Maeil News Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out… If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?

KOREAN MEDIA: MAJOR CHINESE CLOUD SERVICE PROVIDERS (CSPS), INCLUDING ALIBABA, TENCENT, AND BYTEDANCE, HAVE REQUESTED LONG-TERM SUPPLY AGREEMENTS (LTAS) FOR SERVER MEMORY FROM SAMSUNG ELECTRONICS AND SK HYNIX. BEYOND THE TYPICAL THREE-TO-FIVE-YEAR TERM, SOME CUSTOMERS ARE SEEKING ULTRA-LONG-TERM CONTRACTS SECURING MEMORY SUPPLIES FOR 10 YEARS THROUGH 2035. THE REQUESTED LTAS COVER DDR5 AND LPDDR5.

베를린 GTC 이후 레거시 오토 모빌 기업들 추이가 재밌어 질 지도 모르겠네요.

Of course, not LBC either.