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đ The fundamentals have changed â and the market is repricing.
The previous narrative was:
đ„ AI growth will explode
đ„ Storage demand will stay in shortage forever
đ„ Memory prices will keep rising
đ„ Storage companies are entering a super cycle
But over the weekend, Samsung and SK Hynix both signaled expansion plans, while CXMT also entered the public market.
Although CXMT cannot compete in high-end HBM yet, future progress is only a matter of time. Its DRAM expansion could also pressure the lower and mid-end markets of the major memory players.
The marketâs expectation has shifted from:
âStorage will always be scarceâ âĄïž âSupply may catch up.â
That changes the entire investment story.
đ Markets trade expectations, not just reality.
Buy the expectation.
Sell the fact.
The story is often most valuable before it becomes fully realized.
AI and memory demand may still have long-term potential, but the short-term narrative is now being reassessed.
#AI #Semiconductors #Memory #Stocks #Technology
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