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Counterpoint: Despite Recent Stock Price Correction, Fundamentals of Memory Chips Remain Strong
7 hour ago /
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Author：小编
MS Hwang, Director of Counterpoint Research, stated that the recent stock price correction of memory chip manufacturers does not indicate a fundamental shift in the market, as their fundamentals remain robust. On Tuesday, shares of Samsung and SK Hynix declined, possibly because investors believed that the previous stock price increases driven by earnings expectations had been fully priced in, and concerns over shareholder returns were triggered by discussions about strikes and profit-sharing. The Counterpoint report noted that DRAM prices are expected to rise by 10%-20% in the third quarter, higher than the previous forecast of 5%-10%.
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