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Technology Stocks : Semi Equipment Analysis
SOXX 305.47+3.1%Nov 5 4:00 PM EST
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To: Return to Sender who wrote (89380)12/12/2022 6:40:23 PM
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Today’s “Unprecedented” Collapses

Jim Handy The "Memory Guy"

December 8, 2022

Starting with Micron’s most recent earnings call The Memory Guy has been hearing memory executives and others use the word “Unprecedented” to describe today’s market collapse. Perhaps the strangest of these was an article in the Storage Newsletter that said that the current situation was “Unprecedented since 2008.” Given that “Unprecedented” means that nothing like this has ever happened before, that’s a pretty strange thing to say.

Being a numbers guy, I decided to see just how unprecedented today’s collapse has been. Drawing from numbers reported by WSTS, I plotted the price per gigabyte declines for as many collapses as I could find over the reported history of the DRAM and NAND flash markets. This Memory Guy blog post shares what I learned.

continues at thememoryguy.com
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