Bank of America's latest note on memory mentions demand is broadening across HBM, LPDDR5, eSSD, and SOCAMM, with supply remaining disciplined and potential shortage risks extending into 2027. The bearish arguments around META's capex and CXMT-in-AAPL seem like noise from this perspective.
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $iShares MSCI South Korea ETF(EWY)$ $Taiwan Semiconductor Manufacturing(TSM)$
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