ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF
5881701.0003.01% ( -0.031 )
The Memory Squeeze Refuses To Die
ZeroHedge·- The memory squeeze has entered a new phase, evolving from an AI-specific capacity problem into a broad memory pricing shock. - HBM and conventional DRAM initiated this trend, while NAND is now transitioning to vertical production. - This market dynamic creates an earnings windfall upstream and an increasingly painful margin problem downstream.