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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: Sam who wrote (87471)11/28/2021 9:17:49 AM
From: dvdw©  Read Replies (1) of 95530
 
Your piece stated."Given the bear market for DDR3 memory,"

Most of data center and HPC applications are already architecting next generation DDR4 DDR5 and DDR6

That there are falling forecasts for DDR3, should surprise no-one.

DDR3 has over capacity, DDR's 4 5 and 6 have no such overcapacity.
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