Semiconductor Memory. Profits Return & Tailwinds Mount On Surging (& Very Similar) ASP Increases
Q124 DRAM revenue $18.2 billion, up 6% QoQ and up 88% YoY. NAND revenue $14.1 billion, up 23.4% QoQ and 68.8% YoY. Q124 ASP increases for Micron,...
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Shenzhen Longsys Electronics IPO: Worth Embedding This In Investors Memory
Longsys launched HK IPO to raise nearly HK$ 6.3B for R&D, strategic investments/acquisition etc. Operational capabilities, strong R&D prowess,...
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HONG KONG IPO WATCH: Longsys - A Full Value Chain Semi Company
Shenzhen Longsys Electronics (9976 HK) is a vertically integrated memory chip-maker pursuing a dual listing in HK, offering approximately 26.1...
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Semiconductor Memory 2023 In Review, 2024 Outlook
2023 memory revenues -36% YoY from $140.3 billion to $89.2 billion. This followed a 14% decline YoY in 2022. Forecasting >40% YoY growth in 2024,...
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What to Expect In SK Hynix and Samsung Earnings Calls
How will the SK hynix earnings call on Jan 25 and the Samsung earnings call on Jan 31 play out? Certain indicators, spelled out in this insight,...
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