中文
Overview:
Counterpoint's Memory Tracker has gained traction with major suppliers across key global regions in three months after its launch. We anticipate a market adjustment between 2H26 and 1H27, despite a more optimistic Q2 2025 and upward revisions for 2025 projections, while noting increased market volatility driven by AI adoption, U.S. tariffs, export controls, and inventory dynamics.
行业:
Semiconductors
服务:
Memory
报告类型:
Report
时间段:
Other
行业:
Semiconductors
报告类型:
Report
服务:
Memory
时间段:
Other
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.
