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Feb 12, 2026
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LONG
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Samsung shares rose 7% and the KOSPI rose 3% following Micron's comments about "tightness" in the memory chip supply chain. The AI boom is creating a structural shortage in high-bandwidth memory. While US tech is flat due to rate fears, Asian hardware suppliers are catching the "second wave" of AI capital expenditure. Long memory sector as pricing power returns to suppliers. Global trade war escalation impacting semiconductor exports. |
Bloomberg Markets
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