bullish
Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H18
249 Views05 Sep 2017 19:45
Summary
No longer a sharp price hike in 2H17: We estimate memory contract price increase of 4-6% q/q in 3Q17 and attribute the stronger DRAM...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 3-minute read)
Discussions
(Paid Plans Only)
Rising
Andrew Lu
Asia and Global Semiconductor and Tech Research
Price Chart(Sign Up to Access)
- What Samsung Says About Demand; Implications to Memory, Display, and Smartphone Competitors?31 Oct 2017
- Memory Channel Check Suggested We Might Be Wrong Earlier03 Oct 2017
- Micron - Will the Recovery Ever Reach the End?27 Sep 2017
- Memory: No Longer a Sharp Price Hike in 2H17 and Investors Might Return in 1H1805 Sep 2017
- Toshiba Memory Corp Sales: WD/KKR In, Bain/Hynix Out?29 Aug 2017
- Andrew on Tech: Finding the Four Beneficiaries from Rising PCI Express Lanes for Data Center29 Aug 2017
- Stronger DRAM Contract Might Offset the Spot Softness for Vendors; Valuation Tells Us One Thing19 Jun 2017
x