Analyst Tom Lee is bullish on DRAM and memory stocks.
2 reports, 2 independent
Updated Aug 6
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What happened
Analyst Tom Lee is bullish on DRAM and memory stocks.
Who's involved
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The entities involved
Related events
- Storage and memory technologies are converging, driving sector rotation into storage stocks amid high AI-bandwidth memory demand.
- Changxin Memory Technologies debuted on the Shanghai Stock Exchange and confirmed its role as a DRAM producer challenging global giants.
- Bank of America forecasts increased DRAM equipment spending.
- Qualcomm is collaborating with foundry partner TSMC and memory vendor DRAM for chip production.