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Memory pricing turns the corner
accelerating AI since Jul 30, 2026Conviction
3/5
Horizon
12 mo
7-day evidence
5
30-day evidence
9
Total
9
Thesis
Contract memory prices have risen for two straight quarters as high-bandwidth parts crowd out commodity capacity.
Watching for next
Capacity additions announced that outrun demand.
Tickers
MU,TSM,AMAT,LRCX
Themes
semis,memory
Evidence trail
9 items| Date | Source | Title / Why it matters | Material | Sent |
|---|---|---|---|---|
| Oct 08 |
Harbor Daily
TSM
|
Taiwan Semiconductor Manufactur: the latest on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
71 | 0 |
| Oct 08 |
Meridian Wire
LRCX
|
Lam Research Corporation: a read-across for memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
83 | 0 |
| Oct 07 |
Northbridge Review
AMAT
|
Applied Materials, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
69 | 0 |
| Oct 06 |
The Ledger Post
AMAT
|
Applied Materials, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
41 | + |
| Oct 03 |
Northbridge Review
MU
|
Micron Technology, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
54 | + |
| Sep 28 |
Meridian Wire
MU
|
Micron Technology, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
37 | 0 |
| Sep 23 |
Harbor Daily
MU
|
Micron Technology, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
84 | 0 |
| Sep 22 |
Harbor Daily
AMAT
|
Applied Materials, Inc.: management commentary on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
76 | + |
| Sep 19 |
The Ledger Post
AMAT
|
Applied Materials, Inc.: new data point on memory pricing turns the corner
Adds to the case that memory pricing turns the corner.
|
38 | 0 |