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Memory Monitor: Is DeepSeek a Problem for SK Hynix & Micron's HBM DRAM Growth?
Vincent has highlighted this Insight as a Top Pick
1.2k Views28 Jan 2025 10:58
SK Hynix predicts 100% HBM revenue growth in 2025E, signaling a shift away from traditional DRAM importance. DeepSeek fears raise concerns for HBM and enterprise SSD memory -- Why fear is unfounded.
What is covered in the Full Insight:
- Introduction: SK Hynix & Micron's DRAM Growth
- HBM's Impact on DRAM Revenue
- Enterprise SSD and NAND Segment Growth
- DeepSeek's Role in AI Hardware Market
- DRAM and NAND Market Overview
SUMMARY
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Full Insight
(Paid Plans Only, 10-minute read)
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