NAND Loading... : Bullish and Bearish Analyst Opinions
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02:23
Aug 24
Aug 24
DRAM upturn stronger than NAND.
Lee sees the memory cycle tilting toward DRAM more than NAND. Recent sell-side reports suggest DRAM can continue higher while NAND is questionable, spot NAND price gains are decelerating, and SK hynix selling Kioxia may reflect a NAND top. Even small-cap semiconductor names are confirming the market prefers DRAM exposure.
MED
02:50
Aug 09
Aug 09
TrendForce data shows NAND makers raising mobile NAND prices while YMTC gains share.
TrendForce data shows NAND makers raising mobile NAND prices while YMTC gains share, a factual industry report without an explicit trade call.
LOW
14:13
Jul 07
Jul 07
The author recommends holding both NAND and HBM exposure without stating a personal position.
The author recommends holding both NAND and HBM exposure without stating a personal position, making this a watchlist observation rather than a trade call.
LOW
About NAND Analyst Coverage
Buzzberg tracks NAND across 3 sources. 0 bullish vs 0 bearish calls from 3 analysts. Sentiment: evenly split. 3 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Lee Hyuk-jin, jukan05, babyfolio.