P Equity Research ๐ฐ
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Research ๐ & News ๐๏ธ | Semis & Tech | Research & Expert Calls: | China Tech:
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April 2023
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Bernstein expects HBM4 ASP to peak in CY2027, with Micron and Samsung commanding the highest price ~$4.5/GB
$MU $DRAM $EWY
