Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing
Morgan Stanley Asia Limited+ Shawn.Kim@morganstanley.com +852 3963-1005 Research Associate
报告摘要
Morgan Stanley Asia Limited+ Shawn.Kim@morganstanley.com +852 3963-1005 Research Associate
报告信息
- 文件全名
- 《Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing.pdf》
- 适合读者
- 核心数据
- +20% prices hikes amid pocket of demand improvement. NAND contract transaction
- prices are rising +10-15% in 2Q24 following a wafer price resurgence in March at
- +15% MoM and an improving structural demand environment from enterprise SSD
- ahead, we expect Hynix to remain in pole position for HBM3e with more than 90%
- 核心议题
常见问题
《Morgan Stanley-Asia Technology Memory – The Power of Doing Nothing》主要包含哪些内容?
Morgan Stanley Asia Limited+ Shawn.Kim@morganstanley.com +852 3963-1005 Research Associate核心数据:+20% prices hikes amid pocket of demand improvement. NAND contract transaction;prices are rising +10-15% in 2Q24 following a wafer price resurgence in March at;+15% MoM and an improving structural demand environment from enterprise SSD。
这份报告由哪家机构发布?
本报告由Morgan Stanley发布,发布于 2024 年。
这份报告覆盖哪一年、篇幅多大?
覆盖 2024 年,全文约 26。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了DRAM、NAND等议题。
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