汇丰：亚洲存储-韩国存储芯片价格持续走高

Asia Memory Equities Memory prices continue to hover higher Korea Soaring memory prices: We reiterate our positive view on the memory sector. Previously, we highlighted a faster memory turnaround from April (see: Asia Memory report, 10 March). We now see that memory prices are hovering higher throughout 2Q, with a higher level of blended ASPs of +3-8% q-o-q due to 1) earlier phase-out of DDR4 products leading to aggressive purchases on the fear of shortages while solid demand for DDR4 is supported by the le ...