亚洲存储行业：2025 年汇丰全球投资峰会要点及市场反馈

Asia Memory Equities HSBC Global Investment Summit 2025 takeaways and marketing feedback During the GIS conference, we met several investors and hosted Samsung Electronics. Strong concerns about demand. Key issues were: 1) demand outlook for AI in smartphones and PCs along with memory content growth, 2) memory supply and demand outlook along with price forecast, 3) capex outlook for China and US CSP as well as oversupply concerns on high bandwidth memory (HBM) and data centre investment. For Samsung: 1) sal ...