(https://www.cnbc.com/2026/08/27/sk-hynix-ceo-says-indiana-will-be-key-memory-production-base-by-2030.html) and the headline everyone's chasing is 'reshoring wins.' The real forensic signal? Memory makers are about to enter a multi-year capex trough where cash generation separates the solvent from the squeezed.

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