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P Equity Research 📰
@pequityresearch
Research 📃 & News 🗞️ | Semis & Tech | Research & Discord: | China Tech Research:
加入 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