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in postLONG
“DRAM (including modules): +342% YoY, +3% MoM”
@jukan05
South Korea memory exports are exploding (DRAM +342%, HBM +209% YoY), and SK Hynix is the primary supplier behind those numbers.
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“Semiconductor Manufacturing Equipment: +38% YoY, +43% MoM”
@jukan05
South Korea semicon equipment exports hit an all-time 8-year high, signaling fab capex surge that directly lifts ASML as the dominant equipment supplier.
ASMLLONG@ $1,916.48
$1,642.33-14.30%
since call Jun 21
TIMESTAMPS
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