bullish

Semiconductor Memory Q324 Revenue Close To Historic Highs Even As Decoupling Intensifies

347 Views10 Nov 2024 13:24
Q324 DRAM $25.4 billion, +8.6% QoQ & +92.4% YoY. NAND was $17.9 billion, +9.8% QoQ & +93.6% YoY. Legacy markets sluggish while HBM and DDR5 are on fire. This "decoupling" continues into 2025.
What is covered in the Full Insight:
  • Introduction
  • Quarterly Revenue Highlights
  • Market Dynamics and Decoupling
  • Samsung's HBM Strategy
  • Outlook and Strategy
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