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Watching Micron Technology; Traders Circulate Analyst Comments Saying "Our Asia Memory Team Is Out Negative On DRAM Pricing Calling For Larger Price Declines In Q4 And Into 1H25; Now See Server DRAM Pricing Up Less Q/Q In Q4 And Down In Q125. See...

Benzinga ·  Nov 26 21:52

Watching Micron Technology; Traders Circulate Analyst Comments Saying "Our Asia Memory Team Is Out Negative On DRAM Pricing Calling For Larger Price Declines In Q4 And Into 1H25; Now See Server DRAM Pricing Up Less Q/Q In Q4 And Down In Q125. See Conventional DRAM Price Declines Peaking In 1H25 And Down, But Less So In 2H25; China's CXMT Remains A Major Risk In 2025 In Terms Of Their Technology And Node Progression And Impact On Broader Industry Supply And Pricing"

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