P Equity Research 📰
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Research 📃 & News 🗞️ | Semiconductors & Tech | Research & discord in substack | For China focused research:
参加 April 2023
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Citi: we expect server DRAM demand to grow more than 50% YoY in 2027E, with eSSDs demand rising ~50% YoY. Server DRAM demand should rise alongside growing CPU demand.
$MU $DRAM $DISK $EWY $SKHY $SNDK
