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P Equity Research 📰
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Research 📃 & News 🗞️ | Semis & Tech | Research & Discord: | China Tech Research:
加入 April 2023
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J.P. Morgan: We forecast industry DRAM blended pricing increasing ~250% in CY26 and ~30% in CY27; NAND pricing is forecast to grow ~250%/~25% in 2026/2027. $MU $DRAM $DISK $EWY $SNDK