Morningstar DBRS & Alphabet Inc.
2 shared events · Importance 5 · Last updated Jun 26, 2026
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Morningstar DBRS: Morningstar DBRS analyst Jing Jie Yu noted that accelerating capital expenditure increases the risk of oversupply in the memory market longer term, as memory pricing remains a function of demand and supply.
Alphabet Inc.: Alphabet Inc. is a customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.
Apr 20, 2026 · 86 articles
NEWSDESK
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