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"Samsung Securities significantly raises its 4Q25 general DRAM price outlook"
X Link @Jukanlosreve 2025-10-13T01:08Z 32.8K followers, 11.8K engagements
"Why This Memory Semiconductor Cycle Is Different (Samsung Securities Korea) This memory cycle differs from previous ones in three key aspects. First there are two profit growth engines. Although demand and supply for AI-focused HBM and general DRAM are connected they do not move in perfect synchrony. The recent rally has been driven by a mismatch between AI demand and general DRAM demand. Second the main demand source AI infrastructure investment is larger and more prolonged than in any prior cycle. It is the first time in XX years since the Internet infrastructure boom that we have seen a"
X Link @Jukanlosreve 2025-10-13T00:59Z 33K followers, 38.8K engagements
"Memory 3Q Preview: Turning Upward Samsung Securities Semiconductors & IT / Lee Jong-wook The uptrend in commodity DRAM prices has begun to materialize and we have accordingly raised our estimates. In this revision we have increased our projected ASP growth for commodity DRAM in 3Q and 4Q from X% and X% to XX% and XX% respectively. Meanwhile the long-term outlook for AI-related demand has become even clearer. Recent investments by big tech companies are increasingly focused on long-term supply contracts of five years or more which we believe reduces investors risk perceptions regarding"
X Link @DrNHJ 2025-10-12T23:33Z 3725 followers, XXX engagements
"Latest data from Samsung Securities on CoWoS consumption by customer companies"
X Link @Jukanlosreve 2025-03-09T01:09Z 32.8K followers, 37.2K engagements