DRAM memory Loading... : Investor Sentiment and Bull/Bear Views
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22:21
Jan 08
Jan 08
DRAM upcycle supports Samsung, SK hynix.
Park says Goldman Sachs lifted DRAM price growth forecasts to 55-60% quarter-over-quarter, with Samsung and SK hynix reportedly getting around 70% increases; 1Q should be the strongest quarter and the investment opinion remains buy despite a short-term correction tied to Nvidia's Rubin/HBM4 timing.
HIGH
About DRAM memory Investor Commentary
Across the available history and selected sources, Buzzberg tracks DRAM memory across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Park Myung-sung.