Buy SSNLF by Nov 29, 2026.

Samsung has allocated roughly 70% of its memory production capacity through 2031 to long-term agreements with NVIDIA, Microsoft, and Google. Spot HBM prices have moved sharply higher (HBM3E 36GB \~$2,100, several times LTA levels, HBM4 16-stack \~$3,500). DRAM export unit prices rose notably even as volumes fell. Samsung is weighing conversion of a foundry line to memory. SK Hynix is looking at more Korean capacity and a possible Japan JV. Lower early HBM4 yields are tightening supply further. This shows …