Giants scramble for memory chips, locking up a decade of production capacity! Is this crypto sector about to change?
The latest news is staggering! Alibaba, Tencent, and ByteDance have gone straight to Samsung and SK Hynix to sign ultra-long-term DRAM contracts lasting up to 10 years, locking in supply through 2035. Why the rush? Because AI servers’ demand for memory is multiplying rapidly, and nearly all of the 2027 production capacity has already been booked.
This could have a major impact on crypto! In the short term, rising chip prices could push inflation higher and potentially delay Fed rate cuts, putting pressure on liquidity-sensitive assets like Bitcoin. But the long-term trend is more worth watching: as centralized cloud giants aggressively stockpile hardware, the scarcity of decentralized storage and computing power becomes all the more apparent.
Fanxin’s advice: Don’t let short-term volatility scare you. Focus on sectors with genuine demand for storage and computing power, such as decentralized storage projects FIL and AR, as well as DePIN computing networks. But don’t chase prices higher—wait for a pullback to stabilize before considering a gradual entry. Keep an eye on assets with real demand, and stay away from those that are all hype.
$SKHYNIX $SAMSUNG #美联储降息 #美联储降息周期
The latest news is staggering! Alibaba, Tencent, and ByteDance have gone straight to Samsung and SK Hynix to sign ultra-long-term DRAM contracts lasting up to 10 years, locking in supply through 2035. Why the rush? Because AI servers’ demand for memory is multiplying rapidly, and nearly all of the 2027 production capacity has already been booked.
This could have a major impact on crypto! In the short term, rising chip prices could push inflation higher and potentially delay Fed rate cuts, putting pressure on liquidity-sensitive assets like Bitcoin. But the long-term trend is more worth watching: as centralized cloud giants aggressively stockpile hardware, the scarcity of decentralized storage and computing power becomes all the more apparent.
Fanxin’s advice: Don’t let short-term volatility scare you. Focus on sectors with genuine demand for storage and computing power, such as decentralized storage projects FIL and AR, as well as DePIN computing networks. But don’t chase prices higher—wait for a pullback to stabilize before considering a gradual entry. Keep an eye on assets with real demand, and stay away from those that are all hype.
$SKHYNIX $SAMSUNG #美联储降息 #美联储降息周期
