bearish
NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital
271 Views11 Aug 2020 00:43
It seems that 3Q for NAND will be worse than expected but Samsung has eyes onto 1H21 for pressing the competition with supply, price elasticity and...
SUMMARY
(Sign Up to Access)Get started on the Smartkarma Research Network with a complimentary Preview Pass to:
- Unlock all research summaries
- Follow top, independent analysts
- Receive personalised alerts and emails
- Access Briefings, Analytics, and Events
Upgrade anytime to our paid plans for full-length research, real-time analyst discussions, and more.
Join a thriving community of 45,000+ investors, including the top global asset managers managing over $13trn in assets.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 1-minute read)
Discussions
(Paid Plans Only)
Price Chart(Sign Up to Access)
- Micron. Solid FQ4 But Mounting Headwinds Point To Stormy Waters Ahead03 Oct 2020
- Semi Memory Investing - Don't Be a Smart Aleck02 Oct 2020
- Server CPU, DRAM, NAND Sales Heading For A Significant Decline As Inventory Digestion Commences.23 Sep 2020
- NAND - Pain Threshold Dictated by Sammy at the Cost of Kioxia, Hynix, Western Digital11 Aug 2020
- Western Digital Revenues Rise on SSD Growth06 Aug 2020
- Samsung Electronics - Bulls on Parade31 Jul 2020
- Domestification of Samsung Electronics (005930 KS) At the Cost of Samsung Electronics24 Jun 2020
x