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statementLong-term DRAM operating margin assumptions for the two companies were sharply lowered to historical average levels.Shawn KimstatementFour pressures overlap: new production capacity coming online at the end of 2027, delayed data center construction, shrinking HBM premium, and NAND spot prices plunging about 20% in two weeks.Shawn KimpredictionThe industry will face an 'earnings cliff' in 2028.Shawn KimstatementSamsung Electronics' target price was cut by 19%.Shawn KimstatementSK hynix's target price was cut by 38%.Shawn KimstatementShawn Kim downgraded target prices across memory stocks.Shawn Kim
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