Global Semiconductors_ Memory Pricing Update_ 4Q DRAM ASP Likely to be Better-Than-Feared; Memory ASP Recovery in 2H25E
-·2024-11-18 03:32
14 Nov 2024 03:35:11 ET │ 11 pages V i e w p o i n t | Global Semiconductors Memory Pricing Update: 4Q DRAM ASP Likely to be Better-ThanFeared; Memory ASP Recovery in 2H25E CITI'S TAKE Recently, the market appeared to be concerned about a potential decline in 4Q DRAM pricing due to concerns on HBM oversupply and weakening demand for conventional memory. Contrary to market concerns, we expect 4Q DRAM pricing to be better-than-feared driven by increasing mix of HBM and premium memory with high bandwidth and h ...