Samsung, Nanya, Winbond. Watch This Space...

456 Views21 Jun 2024 14:23
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely trigger mainstream memory shortages by EOY 2024
What is covered in the Full Insight:
  • Introduction to Market Dynamics
  • Samsung’s HBM Challenges
  • Analysis of Micron & SK Hynix's Performance
  • Impact of Industry-Wide CapEx Cuts
  • Opportunities for Nanya and Winbond
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Full Insight
(Paid Plans Only, 7-minute read)
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Top Quartile
William Keating
Semiconductor & Technology Specialist
Information TechnologyEquitiesThematic (Sector/Industry)