
#KoreaMemoryRebound
About KoreaMemoryRebound
Korean equities have pulled back sharply, with SK Hynix and Samsung under pressure, but Goldman Sachs argues the market is oversold and this memory cycle could be stronger and longer than past ones. Apple reportedly failed to secure an LPDDR5X discount from CXMT, suggesting no cheap alternative supplier has emerged and the global DRAM sellers' market may persist. Are Korean chip stocks a mispriced opportunity after the selloff, or just a rebound before the memory cycle peaks?
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