Jnkau @CTG2026

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아이고.... X 요즘 일 이상하게 하네

@jukan05 I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ 🔽 👉 🔗: api.whatsapp.com/send/?phone=15… ➡️Copy search input Reply "Strategy" to WhatsApp: +15392508434 🎥 - DAILY LIVE TRADING 📖 - TRADE RECAPS ☢️ - PERSONAL STRATEGY

@jukan05 My strategy plan! ⬇️Show more

"Downturn Could Return Within 2 Years"… Samsung Mulls Investment and Operational 'Backup Plans' Even Amid Memory Boom Samsung Electronics' DS (Device Solutions) division, which is expected to post record-breaking results this year, is reportedly concerned that the memory semiconductor supercycle — driven by a supply shortage — may last only one to two years before the industry slides back into a downturn. As uncertainty in demand forecasting grows in the wake of the AI infrastructure investment frenzy, the company faces mounting dilemmas over whether to expand production capacity. The concern stems from a precedent: past failures in demand forecasting led to overinvestment, which boomeranged back as massive losses. According to industry sources on the 13th, Samsung Electronics' DS division leadership and its Business Support Office are said to be keeping in mind the possibility that global memory semiconductor market conditions could reverse starting in 2028. Maximizing profitability from the AI boom while managing overinvestment risk has emerged as a critical challenge. The implication is that while Samsung is making large-scale investments in next-generation High Bandwidth Memory (HBM) product lines and advanced process node transitions, contingency plans against an unpredictable demand slump have become urgently necessary. Analysts note that post-AI-boom memory demand has become more erratic and supply cycles shorter, making it increasingly difficult to accurately gauge the appropriate scale of production and the capital investment required to support it. For this year, there is little disagreement that DRAM and HBM volume expansion is needed. Demand for HBM from hyperscalers including NVIDIA, AMD, and Broadcom is likely to persist through next year, and both Samsung and SK Hynix — the two dominant DRAM players — are already generating more than half of their total DRAM revenue from HBM. As both companies allocate an ever-growing share of capacity to HBM, conventional DRAM for smartphones, PCs, and servers is experiencing supply shortages. Samsung is currently executing a next-generation DRAM process node transition at its Hwaseong campus while simultaneously expanding new production lines. Industry observers expect Samsung to continue its 1b (10nm 5th generation) DRAM transition through this year, while also securing 1c (10nm 6th generation) DRAM production capacity through new line additions centered on its Pyeongtaek plant. SK Hynix is also pressing forward with aggressive investment plans despite constrained physical space. The company is expanding memory production capacity across its key manufacturing sites in Icheon, Cheongju, and Yongin. In particular, next-generation DRAM production lines are currently being established at its new M15X fab. The government-backed Yongin Semiconductor Cluster project is also expected to serve as a pivotal inflection point for the production capacity expansion of both companies. The Yongin Cluster is slated to become a core domestic semiconductor manufacturing hub, with infrastructure buildout and factory construction proceeding in phases. Industry watchers expect that following Phase 1 investments, additional factory construction and mass production will commence, with Phase 2 investments potentially expanding production space further by 2028. The critical variable is that U.S.-based Micron is expanding its DRAM production lines, while Japan's Kioxia and China's YMTC are pursuing NAND flash capacity additions. Micron has been ramping up DRAM fab expansions in Taiwan, Singapore, and the United States, and since last year has placed large-scale equipment orders to increase HBM output. Given that building out production lines typically takes around two years, this means that by 2028, all major memory players — Samsung, SK Hynix, and Micron — will have effectively leveled up their production capacity by one tier. In NAND flash, some analysts forecast that oversupply could materialize faster than in DRAM at the current pace of expansion. While DRAM remains a three-player market dominated by Samsung, SK Hynix, and Micron, NAND flash has more participants — beyond the same three companies, Kioxia and China's YMTC have both improved their technological capabilities and production scale, crowding the competitive landscape. As a result, NAND has seen intensifying price competition in recent years, with even Samsung and SK Hynix failing to escape losses in the segment. A source close to Samsung noted: "As recently as last summer, neither Samsung nor SK Hynix anticipated anything close to this level of boom — which illustrates just how difficult it has become to forecast semiconductor market conditions and formulate investment plans. That is precisely why Samsung's Business Support Office is devoting serious effort to rigorous verification and demand-aligned investment planning."

Chasing golden hour moments—sunlight through leaves, iced latte in hand, slow breaths. Today’s vibe: calm

Level up your skills in 30 mins/day! Master a new tool, practice a language, or learn a quick hack—small daily steps = big progress. What skill are you boosting today #SkillUp #LearnDaily

Bake fresh cookies in 15 mins! Warm, buttery, sprinkled with joy—perfect for cozy afternoons or gifting. #BakingJoy #QuickTreats

Tried the organic cherry tomatoes from @GreenHarvestMarket! Juicy, sweet, no bitter aftertaste—perfect for salads or snacking. Grab them now (limited stock!) #OrganicProduce #FoodieFind

"Stepped out of my comfort zone, faced the fear, crushed the challenge. Today’s win Proof that growth lives where courage meets action. What’s YOUR next leap"

" Done! The report’s polished, the data’s checked—now it’s time to hit send. #TaskComplete #WinningMoment"

Collab smarter, not harder! Share tasks, sync updates, and turn ideas into reality—one team win at a time. #TeamCollab #GroupGoals

Sharing my go-to snack combo: crispy potato chips + creamy peanut butter dip! Crunchy, savory, and perfect for movie nights or midday munchies. Who’s stealing this idea

Taste the bold flavors of Thai street food! Our creamy coconut curry noodles with tender chicken, fresh basil u0026 a hint of lime will transport your taste buds straight to Bangkok’s night markets. Ready in 15 mins—no passport needed!

"Just wrapped up a morning sync—cross-team wins, coffee refills, and clear action items. Ready to crush the rest of the day! #WorkVibes #TeamSync"

"Last night’s show CROWD WAS INSANE. Tripped over my own mic cord, then you guys CHANTED my name. Win-win (Also, still can’t feel my left foot.) Who’s ready to do this again TONIGHT #StandUpSquad"

Teamwork makes the dream work! Share your latest group win, tag your squad, and let’s celebrate collaboration together. #CollabGoals #TeamSpirit