Forum Pulse: NAND & DRAM Pricing – Q3 2022 Update

  • Public Equity
  • TMT
  • North America


Senior executive at Insignis Technology Corp Inc


  • Outlook for memory sector as companies begin to cut CAPEX
  • CHIPS (Creating Helpful Incentives to Produce Semiconductors) Act – implications for memory sector and major players
  • NAND and DRAM supply-demand trends and capacity expansion outlook
  • Competitive dynamics among SK Hynix (KRX: 000660), Micron (NASDAQ: MU), Samsung (KRX: 005930) and others
  • Pricing dynamics heading into Q4 2022, pricing trends and production and shipment growth estimates for DRAM and NAND


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