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typhoon
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The typhoon is here—Hynix is saved!
Typhoon Bavi reaches level 17, with a level 7 wind circle of 400 km, directly hitting Samsung Pyeongtaek and Hynix Icheon.
A brief power outage for a few minutes scraps 12-inch wafers, and Japan’s photoresist is delayed for 2–3 days.
Korean fab track record:
2013 fire: DRAM +42%,
2016 fire: +300%,
2026 Pyeongtaek NAND: +25%. Samsung and Hynix have already locked down NAND capacity, with contracts up 33~38%.
A typhoon is a price-increase accelerator.
Entry:
Japan landing eats MU 950-990, while Korea pre-warning leads to adding Korean stocks. Stop loss: MU 920,
Samsung 270K, Hynix 2.1M.
Bavi turns and clears the position. The market doesn’t care how much the typhoon destroys—it cares how much more the Korean fabs end up making.
#DRAM #NAND #Samsung #SKHynix #Micron #HBM #Typhoon $MUB
Typhoon Bavi reaches level 17, with a level 7 wind circle of 400 km, directly hitting Samsung Pyeongtaek and Hynix Icheon.
A brief power outage for a few minutes scraps 12-inch wafers, and Japan’s photoresist is delayed for 2–3 days.
Korean fab track record:
2013 fire: DRAM +42%,
2016 fire: +300%,
2026 Pyeongtaek NAND: +25%. Samsung and Hynix have already locked down NAND capacity, with contracts up 33~38%.
A typhoon is a price-increase accelerator.
Entry:
Japan landing eats MU 950-990, while Korea pre-warning leads to adding Korean stocks. Stop loss: MU 920,
Samsung 270K, Hynix 2.1M.
Bavi turns and clears the position. The market doesn’t care how much the typhoon destroys—it cares how much more the Korean fabs end up making.
#DRAM #NAND #Samsung #SKHynix #Micron #HBM #Typhoon $MUB
镰刀判官
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The typhoon is coming—Hynix is saved. The typhoon is coming—storage prices can keep rising!
A super typhoon, Bebwe, is here. The winds at the center exceed level 17 and are still strengthening.
Its destructive power is even worse than Mangkhut. Back then, Mangkhut swept through the Philippines, and in Hong Kong it overturned skyscraper glass curtain walls.
Bebwe’s 7th-grade wind-circle radius is over 400 km, its 10th-grade wind circle is over 150 km, and it is very likely to go north and make landfall in Japan, covering South Korea. This year’s strongest typhoon in Northeast Asia will go straight for Samsung and Hynix.
And judging by Samsung and Hynix’s usual track record, before this typhoon even makes landfall, the script for price hikes has already been written.
If Typhoon Bebwe goes through Okinawa → Kyushu → the Yellow Sea → the west coast of South Korea, Samsung Pyeongtaek P1–P5 and SK Hynix’s all of their Icheon facilities will be within the affected radius.
Its destructive power is even worse than Mangkhut. Back then, Mangkhut swept through the Philippines, and in Hong Kong it overturned skyscraper glass curtain walls.
Bebwe’s 7th-grade wind-circle radius is over 400 km, its 10th-grade wind circle is over 150 km, and it is very likely to go north and make landfall in Japan, covering South Korea. This year’s strongest typhoon in Northeast Asia will go straight for Samsung and Hynix.
And judging by Samsung and Hynix’s usual track record, before this typhoon even makes landfall, the script for price hikes has already been written.
If Typhoon Bebwe goes through Okinawa → Kyushu → the Yellow Sea → the west coast of South Korea, Samsung Pyeongtaek P1–P5 and SK Hynix’s all of their Icheon facilities will be within the affected radius.
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