NetList Inc (NLST): TOMKiLA 4:55 AM $NLST In 2024, HBM w...

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Re: 100lbStriper post# 22825

Thursday, 05/02/2024 10:59:39 AM

Thursday, May 02, 2024 10:59:39 AM

TOMKiLA
4:55 AM

$NLST In 2024, HBM will reach a turnover of between 15 and 20% of the DRAM business, or between $10 and $15 billion in HBM revenues.
Do you have any idea what extent of damage we are talking about for Samsung? double growth 2023 and 2.5 times growth 2024.

From 130 million per
the period 2022-early 2023 to date, in 2024 we are witnessing a growth of 5/6 times revenues at least.

5 times $130 million = $650 million in potential 2024 damages!

Netlist is the past, present and future of the memory businesses

Bullish

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