Semiconductor equipment suppliers Loading... : Investor Sentiment and Bull/Bear Views
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00:23
Jan 19
Jan 19
DRAM shortage persists through this year
Memory demand remains strong while supply cannot keep up, and Micron's acquisition of a PSMC fab for about KRW 2.6 trillion to convert it to DRAM should allow faster capacity additions, keeping the DRAM shortage in place through this year and benefiting Micron's equipment suppliers.
HIGH
About Semiconductor equipment suppliers Investor Commentary
Across the available history and selected sources, Buzzberg tracks Semiconductor equipment suppliers 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: Lee Ju-hyeon.