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Leverage Shares ETPs EU
@LeverageShares
Leader in leveraged, inverse & tracker exchange traded products (ETPs). Capital at risk. Intended for EU jurisdictions only.
Joined April 2016
708 Following    20.4K Followers
The memory chip supercycle, in two charts. Memory has long been treated as the commodity end of the semiconductor industry. 📈 Revenue: In the latest quarter, Samsung's memory division booked $80.5B in sales, SK hynix $52.8B and Micron $41.5B. All three are well above any level since 2016. 💰 Margins: Micron's EBITDA margin went from –8.9% at its 2022–23 low to 86.1% in its latest quarter. That puts it ahead of Nvidia at 67.6%, with SK hynix at 81.4%.
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