bearish

Q2'23 Memory Segment Review

434 Views11 Aug 2023 10:46
DRAM Q2'23 revenue ~$11 billion, up 14.6% QoQ, down 56% YoY. NAND Q2'23 revenue ~$9 billion, up 7.7% QoQ, down ~50% YoY. H1'23 was loss making across the board. This will continue through H2'23.
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William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
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