(1)Galaxy Gallery ⓜ
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(2)Lekka YouTubers like Shuka don’t trust me. 20230317 214544
(3)I’ll try it on.
(4)I bought it for my mom.It’s so good!
(5)Looking at all the videos related to Shuka semiconductors, there’s nothing true about S.B. (Laughs) Is he Seoul National University?
(1)It doesn’t matter if you’re at Seoul National University. Your major is not semiconductor.
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(2)It’s not Shuka. It’s the kids who trust her.
(3)It is a sad characteristic of Korean people.k.a. sad characteristic of Korean people.
(4)b If the recognition goes up to a certain extent, you will look like a religious leader.
(5)In the first place, he said he was a rekka lol.
He’s famous over there. He’s certified as an incumbent.
Some of them studied semiconductor-related writing and entered Seol University this time, and it helps them get a job in the Samjeon semiconductor field.Yes.
It is said that it is a position to make and upload analysis reports at the high level of Samjeon.
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(1)Unlike DRAMs, 1 Samjeon NAND will not reduce supply and NAND will have to be consolidated.
(2)2 Strong issuance of Hahnik corporate bonds can withstand the reduction of CAPEX
(3)3 Micron Will Need More Cash for Future NAND MA
(4)4 Kioxia WDC will not go bankrupt completely due to the high possibility of government support, but both market share and technology are expected to lag behind in the future.
(5)I don’t think Cyoxia WDC will go bankrupt, but the government won’t be able to continue funding those companies that have completely lost their competitiveness, just because they’re saving zombie companies, so Micron will take over.
(1)The interesting thing about the monthly TrendForce report was that until December last year, DRAM prices could not rebound within 23 years. However, last month’s report said yesterday’s fourth-quarter report predicts a rebound in the third quarter of this year. DRAM prices are plunging even worse now. Ironically, the timing of the rebound in DRAM prices is even earlier.
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(2)The reason is that the more severe the price of DRAM falls, even Samsung Electronics is forced to cut DRAM production, which will reduce supply even more, which will shorten the period as the decline cycle deepens. The attached Mirae Asset report points out that, but if the supply is reduced, the market will be exhausted by 24 years.
(3)So, if you don’t have to be happy or sad in a DRAM cycle, you can get better with the opposite benefit because you can barely invest in DRAM facilities, so there’s not enough supply to meet your daily DRAM demand. Memory semiconductor cycles.
(4)PS For your information, NAND is in the opposite situation. There will be little production reduction.
(1)Information But the best brains in Samjeon are smart.
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(2)Someone asked me in the comments, and I think I’m just looking at a human computer. I’m proud of being pretty smart, so I go to work, but those brains are really different. For example, unlike brains like those in the past who are worried about management strategies and decisions outside.
(3)Think more deeply about the scene. The same goes for Hannick, so I don’t think there’s much to worry about the future of Korean semiconductors like making a fuss outside, but I like the future.