Topics we have information on:
1) Intel CEO change, reasons, impact, and potential replacements
2) Intel turnaround plans for both product and Foundry group. What does it take for Intel to succeed?
3) What is happening with emerging memories? Have the emerged? what will the revenue be for each.
4) DRAM, HBM, NAND markets. We are seeing VERY different results for the different markets today and some have changed in the last 2 months.
5) HBM technology and market leaders in 2025? Market is exploding but not all suppliers are equal.
Mark Webb
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