Daniel Romero (@hypertechinvest): "Micron, Samsung, and SK hynix could generate their entire market cap in FCF before 2030 I can see something like this by the end of the decade: 2027: Higher ASPs, with similar volumes 2028: Volumes ramp up, while prices likely remain just as high. 2029: Similar setup…"

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Daniel Romero

May 30

@hypertechinvest

Micron, Samsung, and SK hynix could generate their entire market cap in FCF before 2030

I can see something like this by the end of the decade:

2027: Higher ASPs, with similar volumes
2028: Volumes ramp up, while prices likely remain just as high.
2029: Similar setup to 2028
2030: The shortage worsens again as developments move past AGI and demand reaccelerates

Daniel Romero

May 30

TrendForce expects the memory market to remain extremely tight through 2027

In DRAM, rising HBM wafer consumption is reducing capacity available for conventional DRAM. With demand expanding, this should further strengthen suppliers’ pricing power, keeping price increases in place through 2027

TrendForce raised its 2026 DRAM market forecast…

May 30

6:57 AM

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