Sravan Kundojjala
@SKundojjala
Semiconductors, Analyst @SemiAnalysis_
No investment advice. Opinions are mine only.
Joined September 2011
5.6K Following 22.6K Followers
Semicap DRAM revenue is on fire. New peaks are loading. ASML has been gaining share in DRAM, driven by higher EUV adoption. AMAT stable. Lam and KLA cyclical gainers. TEL has been a share donor and surprisingly underperformed.
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