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from24/7 Wall St.
4 days ago

DRAM's 49 Percent Korea Weighting Means Half the Fund Trades While New York Is Closed

DRAM ETF gains are driven by AI memory exposure, but stale South Korea pricing can widen premiums or discounts during volatility.
fromThe Verge
3 months ago

The RAM crunch could kill products and even entire companies, memory exec admits

and some companies will even die if they can't get the components they need, he agreed, in a televised interview with Ningguan Chen of Taiwanese broadcaster Next TV. While the interview's entirely in Chinese, friends of The Verge stepped forward to confirm parts of a machine-translated summary that's been making headlines. They also note, importantly, that it's the interviewer asking whether companies might shut down or product lines might discontinue. Khein-Seng largely just agreed and clarified that it'll happen if these companies cannot secure enough RAM.
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