In today’s briefing:
- How Bad Is Today’s Chip Collapse?
How Bad Is Today’s Chip Collapse?
- Semiconductor collapses like today’s are led by memory chips, which are a commodity
- The leading memory manufacturers: Samsung, SK hynix, Micron, and WDC, have announced their 3Q22 earnings, with only Kioxia remaining. All have suffered substantial revenue declines.
- Memory prices are dropping to cost, and should remain at cost until demand catches back up with supply in late 2023
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