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

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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