bullish
Memory Monitor: Computex Showed Micron Leapfrog SK Hynix and Samsung; 'Boring' DRAM Could Now Hot Up
Vincent has highlighted this Insight as a Top Pick
263 Views19 Jun 2024 01:53
Micron's HBM DRAM shined alongside Nvidia at Computex. But now the HBM DRAM craze could drive a surge in traditional DRAM prices. Nanya Tech would be a major winner.
What is covered in the Full Insight:
- Micron's Leap over SK Hynix and Samsung in HBM DRAM
- Struggles for Samsung's HBM DRAM Unit
- Micron's Aggressive Expansion in Other Advanced Memory
- Potential for 'Boring' DRAM Prices to Surge
- Why Nanya Tech Shares Could Surge Higher
SUMMARY
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Full Insight
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