Memory Cycle Has Bottomed, Says CLSA’s Rana

The transcript discusses the current state of the memory market, focusing on SK Hynix's performance, which exceeded expectations due to higher shipments. The supply side is seeing CapEx cuts, leading to better inventory clearance and softening price declines. On the demand side, 5G smartphones are expected to drive significant growth in memory demand, particularly for DRAM and NAND, as 5G devices consume more memory than 4G devices.

What measures have been taken by DMA manufacturers to control supply this year?

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What are the expected trends in global 5G smartphone shipments for next year?

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