Micron, Samsung and SK Hynix allocate only 60-70% DRAM and HBM to AI buyers for 2027, tightening supply for PCs and phones amid the AI capex boom.

Hyperliquid trader with $6.46M PnL deposits 1.50M USDC for $8.14M shorts on SPCX, DRAM and MU.

HyperliquidX trader loses $841.7K in past week after $2.74M DRAM long wiped out for $336.5K and prior $MRVL hit.

Whale 0x3Ed deposits $2.668M USDC into HyperLiquid, opens 20x leverage on EWY and DRAM, holds $12M MU/SNDK with $848K profit amid crypto whale activity.

According to @ReutersBiz, Samsung Electronics expects its biggest quarterly profit in over three years as the global race to expand AI chip production has tightened supply and driven up prices of conventional memory chips, the company’s mainstay, source: @ReutersBiz. The report directly links stronger profitability to tighter supply and higher pricing in conventional memory, indicating pricing strength in DRAM and NAND as the immediate driver, source: @ReutersBiz. The source does not reference any direct cryptocurrency market impact, source: @ReutersBiz.

According to @ReutersBiz, Samsung Electronics is projected to report an operating profit of $7.11 billion for the July-September quarter as AI demand lifts memory chip prices (source: @ReutersBiz). According to @ReutersBiz, the report highlights AI-driven pricing as the key earnings driver and does not mention any direct cryptocurrency market impact (source: @ReutersBiz).