Has the Memory Cycle Broken? Plus: Nvidia & Broadcom’s $40B+ Financing Playbook

Bajarin says memory's revenue floor has reset to $600-800B in his firm's model, while Goldberg sees China's faster fab builds setting up a glut around 2028.

• Memory's new floor: Bajarin says models, his firm's included, now put memory revenue's floor at $600-800B against past peaks near $100B; the hosts dispute whether a crash still comes around 2029.
• China capacity wildcard: CXMT can build fabs in roughly 18 months versus 2.5-3 years in the US, Korea, or Japan, pulling forward a 2028 glut risk.

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