I didn’t know my ESMT thesis was making some rounds in Taiwanese media like Cnyes/Anue. Just found it funny that I wanted to read about any recent co...
Twitter @Serenity
I didn’t know my ESMT thesis was making some rounds in Taiwanese media like Cnyes/Anue. Just found it funny that I wanted to read about any recent co...
Serenity: Yep, ESMT (3006) has exposure to multiple legacy memory segments.
Has a portfolio of: SLC/SPI NAND, NOR Flash, DDR2/DDR3, MCP/eMCP, so all the fun legacy stuff.
If you want to look at broader industry price hikes coming up that ESMT has exposure to:
1. SLC NAND: ~120-170%
Has a portfolio of: SLC/SPI NAND, NOR Flash, DDR2/DDR3, MCP/eMCP, so all the fun legacy stuff.
If you want to look at broader industry price hikes coming up that ESMT has exposure to:
1. SLC NAND: ~120-170%