bullish

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
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, 7-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Top Quartile
William Keating
Semiconductor & Technology Specialist
Ingenuity
Information TechnologyEquitiesThematic (Sector/Industry)
x