{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Limitless: An AI Podcast","title":"The Memory Trade: Samsung's Record Breaking Profit","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/8436d1c5\"></iframe>","width":"100%","height":180,"duration":1704,"description":"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. \nToday we explore how Samsung and SK Hynix have gained pricing power as HBM demand strains factory capacity and pushes up costs for consumer devices.\nWe 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.\n------\n🌌 LIMITLESS HQ ⬇️\nEMAIL US:           info@limitless.fm\nNEWSLETTER:    https://limitlessft.substack.com/\nFOLLOW ON X:   https://x.com/LimitlessFT\nSPOTIFY:             https://open.spotify.com/show/5oV29YUL8AzzwXkxEXlRMQ\nAPPLE:                 https://podcasts.apple.com/us/podcast/limitless-podcast/id1813210890\nRSS FEED:           https://limitlessft.substack.com/\n------\nTIMESTAMPS\n0:00 Samsung’s Memory Windfall\n1:32 AI Memory Power Shift\n3:42 DRAM, NAND, and HBM\n5:13 The Black Hole for Memory\n6:40 Bubble or Supercycle?\n7:38 Consumer Costs Surge\n10:19 Prices Keep Climbing\n11:43 Why Supply Can’t Catch Up\n13:04 Memory Hits Consumers\n14:14 How Long Can It Last?\n15:09 Supply Still Tightly Constrained\n16:25 Cheaper Memory, More AI\n17:10 Stocks Hit a Bear Market\n18:44 Sell-The-News Shock\n19:56 Lessons from Past Cycles\n21:16 SK Hynix Goes Onshore\n23:13 IPO Demand Explodes\n24:29 Long-Term Outlook Holds\n------\nRESOURCES\nJosh: https://x.com/JoshKale\nEjaaz: https://x.com/cryptopunk7213\n------\nNot financial or tax advice. See our investment disclosures here:\nhttps://www.bankless.com/disclosures⁠\nJosh 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.","thumbnail_url":"https://img.transistorcdn.com/9Lu_z789-IzrmA97ogEUWzbSPY69Dj70clUckomsGq8/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9iYjA3/N2UyODc0NjIzZWFh/NWU2ZDBjODE3MTQ0/ZTJmYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}