POPA Recon📉Reasons for the decline of semiconductor stocks in Gusin's view
📉Reasons for the decline of semiconductor stocks in Gusin's view 1️⃣ US investment pressure Following Micron, Samsung Electronics and SK Hynix also increased their additional investment burden. 2️⃣ Concerns about increased costs Potential for weakening profitability and shareholder returns due to large-scale investment in the US 3️⃣ Expansion of supply from China Changshin Memory (CXMT), possibility of expanding memory and HBM3 with listing funds 4️⃣ Price burden in 2028 It is expected that the rise in memory prices may slow down due to increased supply and slowing demand. ✍️In the end, c…
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