全球存储科技：新加坡投资者情绪；DRAM 现货表现优于 NAND；SK Square、Wonik 动态-Global Memory Tech-Weekly theme Singapore investors, upbeat DRAM spot vs NAND, SK Square, Wonik

Accessible version Global Memory Tech Weekly theme: Singapore investors, upbeat DRAM spot vs NAND, SK Square, Wonik Industry Overview Singapore investor meeting and virtual tour takeaways We met investors in Singapore to discuss memory and Korea tech this week. Some investors alluded to their short / underweighted position (NAND, backend equipment and hardware stocks) but our positive views on DRAM and Korea tech were well discussed during the meetings. Investor feedback on our valuation shift from P/B to P ...