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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (26389)11/3/2025 9:45:23 AM
From: Elroy  Read Replies (1) | Respond to of 26405
 
I think memory is such a large chunk of semis, and the memory prices going up will increase the entire industry sales quickly.

I'm reading Samsung, SK and Micron are "sold out" for their 2026 production. That's sorta hard to fathom.

Does it mean (if true) that a company with a successful product cannot increase the forecast production volume until 2027? Sorta hard to believe.....



To: Kirk © who wrote (26389)11/3/2025 9:37:11 PM
From: robert b furman  Read Replies (1) | Respond to of 26405
 
Hi Kirk,

A long-term mega trend that has lasted our entire adult lives and it has legs still.

Bob


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