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But stocks were tumbled

Memory Giants Inking $700 Billion in Deals, Bernstein Says Pullbacks Are a Buying Opportunity

Global memory leaders and chip designers signed multi-hundred-billion-dollar long-term agreements at a Korean government-hosted AI summit in San Francisco, signaling the AI computing supply chain is...

Memory Giants Inking $700 Billion in Deals, Bernstein Says Pullbacks Are a Buying Opportunity

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":590535496393136,"tweetId":"590535496393136","gmtCreate":1785170354916,"gmtModify":1785170357710,"author":{"id":4194744888979592,"idStr":"4194744888979592","authorId":4194744888979592,"authorIdStr":"4194744888979592","name":"Bubi","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":5,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>But stocks were tumbled&nbsp;</body></html>","htmlText":"<html><head></head><body>But stocks were tumbled&nbsp;</body></html>","text":"But stocks were tumbled","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/590535496393136","repostId":1165087903,"repostType":2,"repost":{"id":"1165087903","kind":"news","weMediaInfo":{"introduction":"Global Stock Market Deep Analysis","home_visible":1,"media_name":"Deep News","id":"1039043262","head_image":"https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922"},"pubTimestamp":1785151359,"share":"https://ttm.financial/m/news/1165087903?lang=en_US&edition=fundamental","pubTime":"2026-07-27 19:22","market":"sh","language":"en","title":"Memory Giants Inking $700 Billion in Deals, Bernstein Says Pullbacks Are a Buying Opportunity","url":"https://stock-news.laohu8.com/highlight/detail?id=1165087903","media":"Deep News","summary":"Global memory leaders and chip designers signed multi-hundred-billion-dollar long-term agreements at a Korean government-hosted AI summit in San Francisco, signaling the AI computing supply chain is...","content":"Global memory leaders and chip designers signed multi-hundred-billion-dollar long-term agreements at a Korean government-hosted AI summit in San Francisco, signaling the AI computing supply chain is shifting from on-demand procurement to ultra-long-term capacity locking. \nSK hynix signed a letter of intent with NVIDIA valued at over $500 billion, covering memory supply and a planned 2GW Vera Rubin DSX AI factory project for SK Telecom set to launch in 2027. \nSamsung Electronics reached a $200 billion strategic memorandum with Broadcom, locking in high-bandwidth memory (HBM) supply and advanced foundry services below 2 nanometers through 2030. \nFollowing the announcement of these deals, prominent firm Bernstein reaffirmed its bullish stance on the memory sector, maintaining outperform ratings on Samsung Electronics, SK hynix, and Micron Technology, and noted that recent sector pullbacks offer a favorable entry point. \nTwo Mega Deals Locking Long-Term Capacity \nThe letter of intent between SK hynix and NVIDIA is the largest single agreement disclosed at the summit. \nBernstein analysts, led by Mark Li, pointed out that the memory partnership covers long-term technology development and stable supply of next-generation AI memory, aiming to help SK hynix expand its growth base. \nThe SK Group also plans to seek an additional $250 billion in global memory supply cooperation over the next five years, further solidifying its core position in the AI memory supply chain. \nThe memorandum between Samsung and Broadcom covers both memory (including HBM) and foundry. The foundry portion will focus on 2nm and more advanced process technologies, utilizing advanced packaging solutions that analysts compare to TSMC's CoWoS. \nThe agreement extends through 2030, providing ultra-long-term demand visibility for Samsung's foundry business. \nBernstein: Memory Is More Important to AI Than Logic Chips \nBernstein explicitly stated in its report that the disclosed amounts mainly point to the memory segment, reflecting the urgent need for NVIDIA and Broadcom to secure memory supply. \nAnalysts provided a reference data point: market consensus expects global memory annual revenue to be around $1.3 trillion in both 2027 and 2028. While Bernstein said it cannot precisely quantify the impact of these agreements, the magnitude of the numbers relative to industry revenue expectations further supports the critical weight of memory chips in AI infrastructure. \nBernstein believes memory chips are more important to AI than logic semiconductors. Based on this judgment, the firm maintains outperform ratings on Samsung, SK hynix, and Micron. \nFor TSMC, Bernstein views the impact of these agreements as negligible, as it is uncertain whether Broadcom will actually produce AI ASICs at Samsung, and TSMC's capacity demand queue remains full. \nIn the NAND field, long-term competitive pressure from China cannot be ignored. Based on this assessment, Bernstein gives Kioxia an underperform rating. \nDeals Ease Supply Anxiety for NVIDIA and Broadcom \nFor the two chip designers, NVIDIA and Broadcom, downstream AI-related growth guidance is strong, but supply anxiety over upstream memory capacity is equally real. \nBernstein noted that the new partnerships help alleviate supply-side concerns for these two companies. \nThe agreements disclosed at the summit essentially represent a form of risk hedging at the supply chain level—AI computing demand parties lock in future capacity through ultra-long-term contracts, thereby eliminating supply uncertainty of key materials in their expansion strategies. For investors, this trend means the revenue visibility of memory giants is undergoing a qualitative improvement.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Memory Giants Inking $700 Billion in Deals, Bernstein Says Pullbacks Are a Buying Opportunity</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMemory Giants Inking $700 Billion in Deals, Bernstein Says Pullbacks Are a Buying Opportunity\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039043262\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/8296859682db4b478146245e72de1922);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nDeep News \n2026-07-27 19:22\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nGlobal memory leaders and chip designers signed multi-hundred-billion-dollar long-term agreements at a Korean government-hosted AI summit in San Francisco, signaling the AI computing supply chain is shifting from on-demand procurement to ultra-long-term capacity locking. \nSK hynix signed a letter of intent with NVIDIA valued at over $500 billion, covering memory supply and a planned 2GW Vera Rubin DSX AI factory project for SK Telecom set to launch in 2027. \nSamsung Electronics reached a $200 billion strategic memorandum with Broadcom, locking in high-bandwidth memory (HBM) supply and advanced foundry services below 2 nanometers through 2030. \nFollowing the announcement of these deals, prominent firm Bernstein reaffirmed its bullish stance on the memory sector, maintaining outperform ratings on Samsung Electronics, SK hynix, and Micron Technology, and noted that recent sector pullbacks offer a favorable entry point. \nTwo Mega Deals Locking Long-Term Capacity \nThe letter of intent between SK hynix and NVIDIA is the largest single agreement disclosed at the summit. \nBernstein analysts, led by Mark Li, pointed out that the memory partnership covers long-term technology development and stable supply of next-generation AI memory, aiming to help SK hynix expand its growth base. \nThe SK Group also plans to seek an additional $250 billion in global memory supply cooperation over the next five years, further solidifying its core position in the AI memory supply chain. \nThe memorandum between Samsung and Broadcom covers both memory (including HBM) and foundry. The foundry portion will focus on 2nm and more advanced process technologies, utilizing advanced packaging solutions that analysts compare to TSMC's CoWoS. \nThe agreement extends through 2030, providing ultra-long-term demand visibility for Samsung's foundry business. \nBernstein: Memory Is More Important to AI Than Logic Chips \nBernstein explicitly stated in its report that the disclosed amounts mainly point to the memory segment, reflecting the urgent need for NVIDIA and Broadcom to secure memory supply. \nAnalysts provided a reference data point: market consensus expects global memory annual revenue to be around $1.3 trillion in both 2027 and 2028. While Bernstein said it cannot precisely quantify the impact of these agreements, the magnitude of the numbers relative to industry revenue expectations further supports the critical weight of memory chips in AI infrastructure. \nBernstein believes memory chips are more important to AI than logic semiconductors. Based on this judgment, the firm maintains outperform ratings on Samsung, SK hynix, and Micron. \nFor TSMC, Bernstein views the impact of these agreements as negligible, as it is uncertain whether Broadcom will actually produce AI ASICs at Samsung, and TSMC's capacity demand queue remains full. \nIn the NAND field, long-term competitive pressure from China cannot be ignored. Based on this assessment, Bernstein gives Kioxia an underperform rating. \nDeals Ease Supply Anxiety for NVIDIA and Broadcom \nFor the two chip designers, NVIDIA and Broadcom, downstream AI-related growth guidance is strong, but supply anxiety over upstream memory capacity is equally real. \nBernstein noted that the new partnerships help alleviate supply-side concerns for these two companies. \nThe agreements disclosed at the summit essentially represent a form of risk hedging at the supply chain level—AI computing demand parties lock in future capacity through ultra-long-term contracts, thereby eliminating supply uncertainty of key materials in their expansion strategies. For investors, this trend means the revenue visibility of memory giants is undergoing a qualitative improvement.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0323240290.USD":"HSBC GIF GLOBAL EQUITY CLIMATE CHANGE \"AD\" INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1261432733.SGD":"Fidelity World A-ACC-SGD","ESUM":"EVENTIDE US MARKET ETF","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","BK4567":"ESG概念","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","SG9999014559.SGD":"United Income Focus Trust Dis SGD","AVGO":"博通","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","JGRO":"Jpmorgan Active Growth ETF","LU2237443465.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","BK4566":"资本集团","BK4503":"景林资产持仓","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","SOXQ":"Invesco PHLX Semiconductor ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","SOXX":"iShares费城交易所半导体ETF","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","BAI":"iShares A.I. 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valued at over $500 billion, covering memory supply and a planned 2GW Vera Rubin DSX AI factory project for SK Telecom set to launch in 2027.\nSamsung Electronics reached a $200 billion strategic memorandum with Broadcom, locking in high-bandwidth memory (HBM) supply and advanced foundry services below 2 nanometers through 2030.\nFollowing the announcement of these deals, prominent firm Bernstein reaffirmed its bullish stance on the memory sector, maintaining outperform ratings on Samsung Electronics, SK hynix, and Micron Technology, and noted that recent sector pullbacks offer a favorable entry point.\nTwo Mega Deals Locking Long-Term Capacity\nThe letter of intent between SK hynix and NVIDIA is the largest single agreement disclosed at the summit.\nBernstein analysts, led by Mark Li, pointed out that the memory partnership covers long-term technology development and stable supply of next-generation AI memory, aiming to help SK hynix expand its growth base.\nThe SK Group also plans to seek an additional $250 billion in global memory supply cooperation over the next five years, further solidifying its core position in the AI memory supply chain.\nThe memorandum between Samsung and Broadcom covers both memory (including HBM) and foundry. The foundry portion will focus on 2nm and more advanced process technologies, utilizing advanced packaging solutions that analysts compare to TSMC's CoWoS.\nThe agreement extends through 2030, providing ultra-long-term demand visibility for Samsung's foundry business.\nBernstein: Memory Is More Important to AI Than Logic Chips\nBernstein explicitly stated in its report that the disclosed amounts mainly point to the memory segment, reflecting the urgent need for NVIDIA and Broadcom to secure memory supply.\nAnalysts provided a reference data point: market consensus expects global memory annual revenue to be around $1.3 trillion in both 2027 and 2028. While Bernstein said it cannot precisely quantify the impact of these agreements, the magnitude of the numbers relative to industry revenue expectations further supports the critical weight of memory chips in AI infrastructure.\nBernstein believes memory chips are more important to AI than logic semiconductors. Based on this judgment, the firm maintains outperform ratings on Samsung, SK hynix, and Micron.\nFor TSMC, Bernstein views the impact of these agreements as negligible, as it is uncertain whether Broadcom will actually produce AI ASICs at Samsung, and TSMC's capacity demand queue remains full.\nIn the NAND field, long-term competitive pressure from China cannot be ignored. Based on this assessment, Bernstein gives Kioxia an underperform rating.\nDeals Ease Supply Anxiety for NVIDIA and Broadcom\nFor the two chip designers, NVIDIA and Broadcom, downstream AI-related growth guidance is strong, but supply anxiety over upstream memory capacity is equally real.\nBernstein noted that the new partnerships help alleviate supply-side concerns for these two companies.\nThe agreements disclosed at the summit essentially represent a form of risk hedging at the supply chain level—AI computing demand parties lock in future capacity through ultra-long-term contracts, thereby eliminating supply uncertainty of key materials in their expansion strategies. 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