ceasefile is only a temporary

ceasefile is only a temporary breather. they are still fighting

Samsung Beats, SNDK Breaks $800! Can We Catch the Rally?

Memory stocks are surging in after-hours trading. What the market is pricing in today is no longer just “Will profits be good?” but rather “Can this memory upcycle evolve from a highly volatile short cycle into a longer, steadier, and re-rateable new cycle?” Will high-bandwidth memory (HBM) continue to crowd out traditional DRAM capacity?

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