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Lam Research: Is a NAND Upgrade Cycle the Next Growth Catalyst?
Shares of semiconductor equipment maker Lam Research (NASDAQ: LRCX) are off to a hot start in 2025. Around half of the ...
Digi Times26d
Samsung reportedly scales back NAND output while SK Hynix ramps up amid global oversupply
Amid a global NAND oversupply, this decision likely aims to stabilize prices and reduce losses in its NAND business. In contrast, SK Hynix's expansion of NAND supply suggests Samsung may recognize ...