US Semiconductors_ More CES DRAM Datapoints – PC End Market Slow, Handsets a Little Better Although DRAM Inventory in PC Market Almost Normal

V i e w p o i n t | 10 Jan 2025 03:00:00 ET │ 12 pages US Semiconductors More CES DRAM Datapoints – PC End Market Slow, Handsets a Little Better Although DRAM Inventory in PC Market Almost Normal CITI'S TAKE We met with companies across the memory, PC and cell phone food chain at CES this week. It appears demand in the PC food chain is a little sluggish, while cell phone demand appears "ok". However, DRAM inventory in the PC food chain has declined and is close to optimal levels while in the cell phone food ...