P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semiconductors & Tech | Sharing my knowledge & insights with the world ๐ | Deep dives, research, discord in my substack!๐| PMs Open๐
๊ฐ์
April 2023
658 ํ๋ก์ ์ค 44.4K ํฌ
Breakdown of the memory spend for hyperscalers. UBS projects DDR spend of $190.6 billion in 2026 and then $448.9 billion in 2027, an increase of ~135%. Total memory spend to increase by 127% in 2027.
$MU $DRAM $EWY
๋ ๋ณด๊ธฐ
