NAND

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 3, 2021 by Brinton Johns · across every show →

Everything said about NAND, oldest first

Nov 3, 2021 bullish

Assertion Partly supported

Johns: Samsung controls 50% of DRAM and one-third of NAND market

“They have 50% of the market share in DRAM and about a third of the market share in NAND.”

Brinton Johns Nov 3, 2021 ▶ 1:15:29 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired

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NAND

Everything said about NAND, oldest first

Turn any episode into a week of clips.