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Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%Dec 4 4:00 PM EST
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From: booney110/18/2018 12:04:58 PM
   of 95525
 
Intel's new 9th generation CPUs will now support 128GB Dram (up from 64 GB).

And of course the new iphones use 4gb dram up from 3gb in older models.

I think it's very hard to predict memory demand. Any drop in price will probably be met with increased demand.
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