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Counterpoint Research
@CounterPointTR
Global Technology Industry Research, Analysis & Strategic Consulting Firm
Joined August 2013
65 Following    10.1K Followers
Counterpoint Research@CounterPointTR
2026.10.31 06:53
𝗖đ—ŧ𝘂đ—ģ𝘁𝗲đ—ŋđ—Ŋđ—ŧđ—ļđ—ģ𝘁 đ—Ē𝗲𝗲𝗸𝗹𝘆 𝗠𝗲𝗱đ—ļ𝗮 đ—Ļđ—Ŋđ—ŧ𝘁𝗹đ—ļ𝗴đ—ĩ𝘁 (𝐎𝐜𝐭𝐨𝐛𝐞đĢâ€¯đŸ¤đŸĻ – đ—ĸ𝗰𝘁đ—ŧđ—¯đ—˛đ—ŋ đŸĨđŸĸ, 𝟮đŸŦ𝟮𝟲) đ–ŗ𝗁𝗂𝗌 𝗐𝖾𝖾𝗄, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗆đ–ēđ–Ŋ𝖾 𝗍𝗁𝖾 𝗁𝖾đ–ēđ–Ŋ𝗅𝗂𝗇𝖾𝗌, 𝗋𝗂𝗀𝗁𝗍 đ–ŋ𝗋𝗈𝗆 𝖲đ–Ē 𝖧𝗒𝗇𝗂𝗑’𝗌 (@SKhynix) 𝗋𝖾đ–ŧ𝗈𝗋đ–Ŋ-đ–ģ𝗋𝖾đ–ē𝗄𝗂𝗇𝗀 𝗉𝗋𝗈đ–ŋ𝗂𝗍, đ–ĸ𝖷đ–Ŧđ–ŗ 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝗂𝗇𝗍𝗈 đ–ēđ–Ŋ𝗏đ–ē𝗇đ–ŧ𝖾đ–Ŋ 𝖠𝖨 𝗆𝖾𝗆𝗈𝗋𝗒, @Samsung's 𝗌𝗁đ–ē𝗋𝖾𝗁𝗈𝗅đ–Ŋ𝖾𝗋-𝗋𝖾𝗍𝗎𝗋𝗇 𝗅𝖾𝗍đ–Ŋ𝗈𝗐𝗇 𝗍𝗈 @intel's 𝗌𝗁đ–ē𝗋𝗉 đ–ŋđ–ē𝗅𝗅 𝗈𝗇 𝗐𝖾đ–ē𝗄 𝗀𝗎𝗂đ–Ŋđ–ē𝗇đ–ŧ𝖾. đ–ŗ𝗁𝖾 𝗉đ–ē𝗌𝗍 𝗐𝖾𝖾𝗄 𝗂𝗇 𝗍𝖾đ–ŧ𝗁 𝗐đ–ē𝗌 𝗌𝗁đ–ē𝗉𝖾đ–Ŋ đ–ģ𝗒 𝗈𝗇𝖾 đ–ŋ𝗈𝗋đ–ŧ𝖾 𝗍𝗁đ–ē𝗍 𝗂𝗌, 𝖠𝖨 đ–Ŋ𝖾𝗆đ–ē𝗇đ–Ŋ 𝗋𝖾𝗌𝗁đ–ē𝗉𝗂𝗇𝗀 𝗍𝗁𝖾 đ–ŧ𝗁𝗂𝗉 𝗅đ–ē𝗇đ–Ŋ𝗌đ–ŧđ–ē𝗉𝖾. 𝖮𝗎𝗋 đ–ē𝗇đ–ē𝗅𝗒𝗌𝗍𝗌 𝗌𝗁đ–ē𝗉𝖾đ–Ŋ 𝗅𝖾đ–ēđ–Ŋ𝗂𝗇𝗀 𝗏𝗈𝗂đ–ŧ𝖾𝗌 𝗐𝗂𝗍𝗁 𝗈𝗏𝖾𝗋 đŸĨđ–Ē 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌, đŸŖ𝟩 𝗈đ–ŋ 𝗐𝗁𝗂đ–ŧ𝗁 𝗐𝖾𝗋𝖾 đ–ŗ𝗂𝖾𝗋 đŸŖ 𝗆𝖾𝗇𝗍𝗂𝗈𝗇𝗌 đ–ēđ–ŧ𝗋𝗈𝗌𝗌 𝟨 𝗉𝗎đ–ģ𝗅𝗂đ–ŧđ–ē𝗍𝗂𝗈𝗇𝗌 𝗅𝗂𝗄𝖾 @Bloomberg, @DowJones, @CNBC, @FT đ–ē𝗇đ–Ŋ @Reuters. đ–Ŧ𝖲 𝖧𝗐đ–ē𝗇𝗀 đ–ē𝗇đ–Ŋ @neil_shah 𝗌𝗁đ–ē𝗋𝖾đ–Ŋ 𝗌𝗁đ–ē𝗋𝗉 𝗂𝗇𝗌𝗂𝗀𝗁𝗍𝗌 𝗈𝗇- â€ĸ 𝖠𝖨-đ–Ŋ𝗋𝗂𝗏𝖾𝗇 𝗉𝗋𝗂đ–ŧ𝗂𝗇𝗀 𝗉𝗎𝗌𝗁𝗂𝗇𝗀 𝗆𝖾𝗆𝗈𝗋𝗒 𝖾đ–ŧ𝗈𝗇𝗈𝗆𝗂đ–ŧ𝗌 𝗍𝗈 𝗅𝖾𝗏𝖾𝗅𝗌 𝗍𝗁𝖾 𝗂𝗇đ–Ŋ𝗎𝗌𝗍𝗋𝗒 𝗁đ–ē𝗌 𝗇𝖾𝗏𝖾𝗋 𝗌𝖾𝖾𝗇 â€ĸ đ–ŗ𝗁𝖾 đ–ŧ𝗁đ–ē𝗅𝗅𝖾𝗇𝗀𝖾 𝗈đ–ŋ 𝗇đ–ē𝗏𝗂𝗀đ–ē𝗍𝗂𝗇𝗀 đ–ē 𝗆đ–ē𝗋𝗄𝖾𝗍 𝗐𝗂𝗍𝗁 𝗌𝗄𝗒-𝗁𝗂𝗀𝗁 𝖾𝗑𝗉𝖾đ–ŧ𝗍đ–ē𝗍𝗂𝗈𝗇𝗌 â€ĸ 𝖨𝗇đ–Ŋ𝗂đ–ē’𝗌 𝖾𝗇𝖾𝗋𝗀𝗒 đ–ŧ𝗈𝗆𝗉đ–ē𝗇𝗂𝖾𝗌 đ–ģ𝖾đ–ŧ𝗈𝗆𝗂𝗇𝗀 𝗇𝖾𝗈đ–ŧ𝗅𝗈𝗎đ–Ŋ𝗌 𝗂𝗇 𝗍𝗁𝖾 𝖠𝖨 𝗂𝗇đ–ŋ𝗋đ–ē𝗌𝗍𝗋𝗎đ–ŧ𝗍𝗎𝗋𝖾 𝗋đ–ēđ–ŧ𝖾 𝐇𝐞đĢ𝐞’đŦ 𝐚 đĨ𝐨𝐨𝐤 𝐚𝐭 𝐭𝐡đĸđŦ 𝐰𝐞𝐞𝐤’đŦ 𝐭𝐨𝐩 đĻ𝐞𝐧𝐭đĸ𝐨𝐧đŦ: 𝗕𝗹đ—ŧđ—ŧđ—ēđ—¯đ—˛đ—ŋ𝗴 đ—Ĩ𝗲𝘂𝘁𝗲đ—ŋ𝘀 𝗗đ—ŧ𝘄 𝗝đ—ŧđ—ģ𝗲𝘀 𝗡𝗲𝘄𝘀𝘄đ—ļđ—ŋ𝗲𝘀 𝗙đ—ļđ—ģ𝗮đ—ģ𝗰đ—ļ𝗮𝗹 𝗧đ—ļđ—ē𝗲𝘀 𝗖𝗡𝗕𝗖 đ—Ĩ𝗲𝗮𝗱 𝘁đ—ĩđ—ŋđ—ŧ𝘂𝗴đ—ĩ đ—ŗđ—ŧđ—ŋ 𝘁đ—ĩ𝗲 đ—ŗ𝘂𝗹𝗹 đ—ŋđ—ŧ𝘂đ—ģ𝗱𝘂đ—Ŋ: #đ–ļ𝖾𝖾𝗄𝗅𝗒đ–Ŧ𝖾đ–Ŋ𝗂đ–ē𝖲𝗉𝗈𝗍𝗅𝗂𝗀𝗁𝗍# #đ–Ŧ𝖾𝗆𝗈𝗋𝗒đ–Ŧđ–ē𝗋𝗄𝖾𝗍# #𝖭𝖠𝖭đ–Ŗ# #đ–¯đ—đ—’đ—Œđ—‚đ–ŧđ–ē𝗅𝖠𝖨# #đ–Ŗ𝖱𝖠đ–Ŧ# #𝖲𝖾𝗆𝗂đ–ŧ𝗈𝗇đ–Ŋ𝗎đ–ŧ𝗍𝗈𝗋𝗌#
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