Special Report
Global Memory Chip Market: A Recovery In 2024?
The global memory chip market will improve in 2024, characterized by a further rebound in memory chip prices and decent demand growth. Artificial intelligence (AI) memory and a replacement cycle of servers, smartphones, and PCs will propel memory chip shipment. We remain overweight South Korean equities within the EM equity benchmark. we also recommend a new relative trade of long Korean tech stocks and short the EM equity benchmark.
BCA Research | Emerging Markets Strategy
Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.
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