bullish

Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases

173 Views16 May 2024 16:10
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron, SK Hynix & Samsung almost identical. Hmm..
What is covered in the Full Insight:
  • Semiconductor Memory Market Overview
  • Detailed Analysis on Q124 Revenues
  • Identifying Industry Tailwinds
  • Examining HBM and its Importance
  • NAND Outperformance and its Implications
SUMMARY
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William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
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