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in postLONG
“DRAM (including modules): +342% YoY, +3% MoM”
@jukan05
South Korea DRAM exports +342% YoY to 8-year highs signals surging memory demand, lifting Micron as the US pure-play
MULONG@ $1,109.13
$815.32-26.49%
since call Jun 21
“DRAM (including modules): +342% YoY, +3% MoM”
@jukan05
All four South Korea memory export categories at 8-year highs signals a memory supercycle that lifts Samsung as the world's largest integrated DRAM and NAND producer
SMSNLONGIDEA · NOT YET PRICED
in postLONG
“MCP (HBM): +209% YoY, +51% MoM”
@jukan05
HBM exports from South Korea +209% YoY and +51% MoM confirms explosive AI-driven demand where SK Hynix is the global market leader
SKHXLONGIDEA · NOT YET PRICED
TIMESTAMPS
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