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bullish
Semiconductors and Semiconductor Equipment
Semiconductor Memory Q324 Revenue Close To Historic Highs Even As Decoupling Intensifies
Thematic (Sector/Industry)
425 Views
10 Nov 2024 05:24
Q324 DRAM $25.4 billion, +8.6% QoQ & +92.4% YoY. NAND was $17.9 billion, +9.8% QoQ & +93.6% YoY. Legacy markets sluggish while HBM and DDR5 are on fire. This "decoupling" continues into 2025.
What is covered in the Full Insight:
Introduction
Quarterly Revenue Highlights
Market Dynamics and Decoupling
Samsung's HBM Strategy
Outlook and Strategy
SUMMARY
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Full Insight
(Paid Plans Only, 9-minute read)
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