P Equity Research đ°
@pequityresearch
Research đ & News đī¸ | Semiconductors & Tech | Research & discord in substack | For China focused research:
Joined April 2023
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J.P. Morgan: We forecast industry DRAM blended pricing increasing ~250% in CY26 and ~30% in CY27; NAND pricing is forecast to grow ~250%/~25% in 2026/2027.
$MU $DRAM $DISK $EWY $SNDK
