Total Assets
Traded ValueThe more people question it, the higher the price will go. It's impossible in the U.S. stock market for something truly cheap not to rise.
Samsung, SK Hynix, and Micron have all shifted to signing 3 to 5-year long-term agreements with hyperscale cloud service providers.
Major customers include Microsoft, Google, AMD, and other major cloud service providers such as Amazon, Meta, Alibaba, and ByteDance.
New contract terms include sales commitments, minimum annual supply levels, advance payments accounting for about 10% to 30% of the contract value, and pricing mechanisms to cope with market fluctuations, including minimum price floors.
Negotiations for multiple deals have entered advanced stages or are expected to be finalized in the first half of 2026. Samsung will apply this new policy to contracts starting this year.
The market has consistently given them single-digit P/E ratios, with the narrative being that cyclical stocks will eventually crash.
Yet, their profits have individually caught up with the M7. They used to supply carbon-based life forms, now they supply silicon-based ones. How can that be the same? 🤔
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