大中华半导体 - 旧存储投资者反馈-Greater China Semiconductors-Old Memory Investor feedback
2025-11-24 01:46
November 20, 2025 08:00 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Investor feedback We address key investor questions amid the recent correction in old memory stock prices. We remain bullish on old memory and reiterate Winbond as our Top Pick. We are seeing a correction in the stock prices of old memory players. However, we continue to expect a structural DDR4 supply shortage and significant pricing upside, along with a widening undersupply gap in MLC NAND and NOR (link). We address key ...