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Leverage Shares ETPs EU
@LeverageShares
Leader in leveraged, inverse & tracker exchange traded products (ETPs). Capital at risk. Intended for EU jurisdictions only.
加入 April 2016
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The memory chip supercycle, in two charts. Memory has long been treated as the commodity end of the semiconductor industry. 📈 Revenue: In the latest quarter, Samsung's memory division booked $80.5B in sales, SK hynix $52.8B and Micron $41.5B. All three are well above any level since 2016. 💰 Margins: Micron's EBITDA margin went from –8.9% at its 2022–23 low to 86.1% in its latest quarter. That puts it ahead of Nvidia at 67.6%, with SK hynix at 81.4%.
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