高盛-半导体存储-会议要点
高盛证券·2024-08-14 03:43
12 August 2024 | 5:50AM EDT Global Technology: Semiconductors - Memory Key Takeaways from the FMS Conference and Recent Industry Checks; Reiterate Constructive View on Memory We attended the FMS (Future of Memory and Storage) conference in Santa Clara, CA on August 6-8. Please see our full note for a summary of the key take from aways our meetings as well as updated thoughts on Buy-rated Micron, SK Hynix (on Conviction List) and Samsung Electronics. PM Summary We attended the FMS (Future of Memory and Stora ...