P Equity Research 📰(@pequityresearch):MS Hwang from Counterpoint Research believes YMTC could reach 18% global NAND market share in 2028. > 2028 could be an inflection point in pricing dynamic > Demand is expected to remain stable through 2028 due to AI-driven growth > Chinese firms are increasing their tool localization rate $SNDK $EWY $DRAM $DISK

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:

参加 April 2023

877 フォロー中 55.9K ファン

P Equity Research 📰@pequityresearch

2026.09.06 21:40

MS Hwang from Counterpoint Research believes YMTC could reach 18% global NAND market share in 2028. > 2028 could be an inflection point in pricing dynamic > Demand is expected to remain stable through 2028 due to AI-driven growth > Chinese firms are increasing their tool localization rate $SNDK $EWY $DRAM $DISK