This answers the oversupply worry directly. CNBC on October 15 named China and a 2029 glut as the fears behind the memory selloff. KeyBanc channel checks, relayed by Serenity, have Google negotiating supply agreements through 2035, Samsung with 70% of capacity allocated through 2031, and HBM prices expected up 80 to 100% in the first quarter of 2027. It is secondhand and unconfirmed, but it is exactly the contract-length evidence the memory case needs.
$GOOGL is now discussing deals to extend their memory LTAs through 2035 from KeyBanc channel checks. Samsung already has 70% of their capacity allocated through 2031, and this move would suggest a more durable cycle for $MU, $SKHY, and the others. They also expect HBM prices
This answers the oversupply worry directly. CNBC on October 15 named China and a 2029 glut as the fears behind the memory selloff. KeyBanc channel checks, relayed by Serenity, have Google negotiating supply agreements through 2035, Samsung with 70% of capacity allocated through 2031, and HBM prices expected up 80 to 100% in the first quarter of 2027. It is secondhand and unconfirmed, but it is exactly the contract-length evidence the memory case needs.
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