'Memory stocks are the star of the show'; Goldman's Kospi 12,000 call goes beyond the memory trade
Goldman Sachs' Timothy Moe argues memory stocks are positioned to sustain elevated profitability as surging AI-driven compute demand collides with persistent supply constraints, bolstering pricing power across the sector. He also explains why Taiwan could be the next standout Asian market after South Korea, with AI remaining a key driver of the investment case.
Goldman Sachs' Timothy Moe argues memory stocks are positioned to sustain elevated profitability as surging AI-driven compute demand collides with persistent supply constraints, bolstering pricing power across the sector. He also explains why Taiwan could be the next standout Asian market after South Korea, with AI remaining a key driver of the investment case.
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