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P Equity Research 📰
@pequityresearch
Research 📃 & News đŸ—žī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
877 Following    56K Followers
Mirae Asset Securities: We expect memory supply/demand conditions to remain tight through 2028, with DRAM ASP likely to grow 188% in 2026 and a further 23% in 2027. $MU $DRAM $EWY $SKHY $DISK