Memory chip prices are surging, and it's set to reshape the profitability landscape next quarter. Samsung, SK Hynix, and Micron are all projecting gross margins hitting the 63-67% range—that's a significant jump. Here's the kicker: it's now outpacing what foundries like TSMC are guiding for at around 60%. The shift reflects tightening supply in the memory space and strong demand dynamics. For investors tracking semiconductor exposure or understanding broader market conditions that ripple into Web3 and crypto infrastructure, this is worth monitoring. When memory becomes more profitable than foundry services, it signals a major rebalancing in the chip supply chain.
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DegenDreamer
· 13h ago
Chip prices surge, and memory is more popular than TSMC? That logic is absurd
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LiquidationWatcher
· 13h ago
The recent surge in memory chip prices has directly surpassed TSMC, which is quite interesting. A new situation in the supply chain game has arrived.
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All-InQueen
· 13h ago
Memory chip prices surge, even TSMC is caught up in the wave. This is a signal of a reshuffle in the supply chain.
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LuckyBlindCat
· 13h ago
Storage chips surge, TSMC has been overtaken this time, interesting
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JustHodlIt
· 13h ago
The chip supply chain is about to be reshuffled, and this memory surge is quite intense.
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CryptoSurvivor
· 13h ago
Is the recent surge in memory chip prices really going to surpass TSMC? It feels like the supply chain is about to be reshuffled.
Memory chip prices are surging, and it's set to reshape the profitability landscape next quarter. Samsung, SK Hynix, and Micron are all projecting gross margins hitting the 63-67% range—that's a significant jump. Here's the kicker: it's now outpacing what foundries like TSMC are guiding for at around 60%. The shift reflects tightening supply in the memory space and strong demand dynamics. For investors tracking semiconductor exposure or understanding broader market conditions that ripple into Web3 and crypto infrastructure, this is worth monitoring. When memory becomes more profitable than foundry services, it signals a major rebalancing in the chip supply chain.