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