(https://www.marketwatch.com/story/two-things-samsung-might-be-considering-price-hikes-and-a-u-s-listing-f03684f4?mod=mw_rss_topstories) isn't a distress move—it's a signal that AI infrastructure demand is still real enough to absorb margin expansion. If the crowd was right about demand destruction, Samsung would be fighting on price, not raising it. Memory is the most cyclical commodity in semiconductors.

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